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Beam Wealth Advisors, Inc.

● SEC registered since 2001CRD 109867SEC# 801-60334Covington, LA
Export (members)
Reg. AUM
$1.31B
Employees
17
Accounts
5,006
Location
Covington, LA

Beam Wealth Advisors, Inc. assets under management

Beam Wealth Advisors, Inc. is a registered investment adviser overseen by the SEC based in Covington, LA. The firm has been registered since 2001. It reports $1.3 billion in regulatory assets under management and employs 17 people.
beamwealth.comView on SEC.gov ↗

Beam Wealth Advisors, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Amy Lynn BettsChief Compliance OfficerUnder 5%2015
Baburhan Gucer ControlChief Financial Officer50-75%2021
Jaime Andres Benedetti ControlChief Executive Officer50-75%2021

Frequently asked questions

How much does Beam Wealth Advisors, Inc. manage?

Beam Wealth Advisors, Inc. reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Beam Wealth Advisors, Inc. have?

Beam Wealth Advisors, Inc. reports 17 employees.

Where is Beam Wealth Advisors, Inc. located?

Beam Wealth Advisors, Inc. is based in Covington, LA and has been SEC-registered since 2001.

Does Beam Wealth Advisors, Inc. disclose fund performance?

Beam Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address72096 Ramos Avenue, Suite D, Covington, LA 70433
Phone985-893-1440
Fax888-453-5977
Office hours8 a.m. To 5 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.29B
Non-discretionary$26.3M
Total (RAUM)$1.31B