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RIA / WealthAdvisor25 years in industry

MARK LOUIS MOEHLMAN

Advisor at BEACON POINTE ADVISORS, LLC

NEWPORT BEACH, CA | Newport Beach, CA

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Search this name across graphsid dfx:ria:e9ab79c5-902f-a927-a7ea-508d8e05204c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 12, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BEACON POINTE ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 24, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Apr 24, 2001
First registration: Jul 12, 2001
Dual registered: no
IAPD individual key: 337455

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BEACON POINTE ADVISORS, LLC	Independent wealth	Apr 20, 2016	n/a	yes	Newport Beach, CA\|NEWPORT BEACH, CA	Current employment
BEACON POINTE WEALTH ADVISORS, LLC	Former SEC adviser	Jan 31, 2013	Apr 27, 2020	no	NEWPORT BEACH, CA\|NEWPORT BEACH, CA	Previous registration
WEALTH MANAGEMENT NETWORK LLC	Former SEC adviser	May 12, 2005	Dec 31, 2012	no	NEWPORT BEACH, CA	Previous registration
WEALTH MANAGEMENT, L.L.C.	n/a	Jul 12, 2001	Aug 5, 2003	no	NEWPORT BEACH, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BEACON POINTE WEALTH ADVISORS, LLC	BEACON POINTE ADVISORS, LLC	Apr 27, 2020	Apr 20, 2016	-1,468	Bulk transfer	Other
WEALTH MANAGEMENT NETWORK LLC	BEACON POINTE WEALTH ADVISORS, LLC	Dec 31, 2012	Jan 31, 2013	31	Firm change	Other
WEALTH MANAGEMENT, L.L.C.	WEALTH MANAGEMENT NETWORK LLC	Aug 5, 2003	May 12, 2005	646	Firm change after gap	Other

Relationships

Registered with (4)

→ BEACON POINTE ADVISORS, LLCRegistered adviserregistration: current employment
Apr 20, 2016 to presentfactForm ADV
→ BEACON POINTE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 31, 2013 to Apr 27, 2020factForm ADV
→ WEALTH MANAGEMENT NETWORK LLCRegistered adviserregistration: previous registration
May 12, 2005 to Dec 31, 2012factForm ADV
→ WEALTH MANAGEMENT, L.L.C.Registered adviserregistration: previous registration
Jul 12, 2001 to Aug 5, 2003factForm ADV

Dated events

No dated event names this entity yet.