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Beach House Wealth ManagementFinancial advisor in Capitola, CA

Beach House Wealth Management is a financial advisor at 521 Capitola Ave, Capitola, CA 95010, rated 5.0 from 1 Google review. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Capitola, CA0 paid placements in any rankingHow we rank

Call (831) 426-3100Website ↗

Key facts

Key facts about Beach House Wealth Management
Address521 Capitola Ave, Capitola, CA 95010Get directions
Phone(831) 426-3100
Websitebbawealth.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 1 Google review

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name
  • Investment Advisorsadditional Google category

Service area

Serves Capitola and 11 towns within 25 miles: Live Oak, Santa Cruz, Scotts Valley, Watsonville, Los Gatos, Morgan Hill, Saratoga, Prunedale, Gilroy, Campbell and Marina.

Based in Capitola, CAView on map

Opening hours

Opening hours for Beach House Wealth Management
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Beach House Wealth Management

What are Beach House Wealth Management’s hours?

Beach House Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Beach House Wealth Management serve?

Serves Capitola and 11 towns within 25 miles: Live Oak, Santa Cruz, Scotts Valley, Watsonville, Los Gatos, Morgan Hill, Saratoga, Prunedale, Gilroy, Campbell and Marina. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Beach House Wealth Management?

Beach House Wealth Management has a rating of 5.0 from 1 Google review. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Beach House Wealth Management?

Call Beach House Wealth Management on (831) 426-3100. The business is at 521 Capitola Ave, Capitola, CA 95010. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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