Fee-only adviser · Wilmington, DE
Streetbeat LLC
Streetbeat LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Wilmington, Delaware. On its latest Form ADV, filed March 30, 2026, it reports $4.9M in regulatory assets under management and 853 individual clients. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 315893 · SEC file 801-122213 |
| Office | 1000 N. West Street Suite 1200 Wilmington, DE 19801 |
| Phone | (650) 204-0399 |
| Website | streetbeat.com/streetbeat-app |
| Regulatory assets under management | $4.9M |
| Individual clients | 853 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Other |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Wilmington
- Affinity Wealth Management LLC $873M
- Riversedge Advisors $928M
- Clariti Wealth Advisors $798M
- Westover Capital Advisors, LLC $653M
- Donald W. Nicholson & Associates Ltd $171M
- Rockford Financial Planning $80M
See all 17 fee-only advisers in Wilmington →
Nearby
- Montchanin 1 firm
- Rockland 1 firm
- Chadds Ford 7 firms
- Newark 2 firms
- Chester Heights 1 firm
- Glen Mills 2 firms
- Kennett Square 2 firms
- Media 6 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Streetbeat LLC? Update this listing.