| Name | Title | Ownership | Since |
|---|---|---|---|
| Allgood Advisory Services, PLLC | Member | 5-10% | 2021 |
| Beaird Advisory Services PC Control | Member | 25-50% | 2021 |
| Beaird Harris, PLLC | Member | 5-10% | 2021 |
Beaird Harris Wealth Management, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.
Beaird Harris Wealth Management, LLC reports 22 employees.
Beaird Harris Wealth Management, LLC is based in Dallas, TX and has been SEC-registered since 1996.
Beaird Harris Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5005 Lyndon B Johnson Fwy, Ste 1700, Dallas, TX 75244 |
| Phone | 972-503-1040 |
| Fax | 972-503-1121 |
| Office hours | 8:30 a.m.-5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.89B |
| Non-discretionary | $21.5M |
| Total (RAUM) | $1.91B |