Robert
Vanwetter

Beacon Pointe Advisors, LLC

CRD#1953415
Investment Advisor
in Newport Beach, CA

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About this Advisor

Robert Vanwetter is a financial advisor working out of Newport Beach, California who has 2 years of relevant experience. Vanwetter is on the advisory team at Beacon Pointe Advisors, LLC. The advisor has gained experience at Northstar Investment Advisors, LLC and Beacon Pointe Advisors, LLC. Vanwetter holds a Series 65 license, designating them as an investment advisor representative, and is approved to work in Colorado. Beacon Pointe Advisors, LLC is an advisory firm headquartered in Newport Beach, CA. The company has offices in 26 locations and a total of 420 people on staff. It controls $23 billion in assets under management across its 42,223 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises 85 charitable organizations. Of its 42,223 accounts, 36% are associated with high-net-worth individuals who have more than $1 million in assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Financial management fees depend on the services provided. Fee types charged by Beacon Pointe Advisors, LLC likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

24 Corporate Plaza Suite 150
Newport Beach, CA 92660

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Beacon Pointe Advisors, LLC Brokerage Details

Total Assets Under Management

$23,245,734,845

CA Average: $7,578,581,321
Total Number of Employees

420

CA Average: 43
Total Number of Accounts

42,223

CA Average: 3,727
Average Account Size

$550,547

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Robert Vanwetter Work History

Robert has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Beacon Pointe Advisors, LLC

1995 - 2021 (26 years)

Northstar Investment Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Vanwetter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Beacon Pointe Advisors, LLC

Cal Dickman
Newport Beach, CA
Logan Bolick
Newport Beach, CA
Thomas O'Connor
Newport Beach, CA
Mark Moehlman
Newport Beach, CA
Jonathan Acosta
Newport Beach, CA
Gregory Taylor
Newport Beach, CA
Carolyn Smith
Newport Beach, CA
Indya Yuill
Los Angeles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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