| Name | Title | Ownership | Since |
|---|---|---|---|
| Jodi Trabbic Vleck Control | President | Over 75% | 2009 |
| Michael Edward Vleck | Owner | 10-25% | 2013 |
| Romy Michele Brown Control | Chief Compliance Officer & Chief Operations Officer/Managing Partner | Under 5% | 2021 |
Beta Wealth Group, Inc reports $429 million in regulatory assets under management on its Form ADV.
Beta Wealth Group, Inc reports 4 employees.
Beta Wealth Group, Inc is based in San Diego, CA and has been SEC-registered since 2012.
Beta Wealth Group, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 11421 W. Bernardo Court, San Diego, CA 92127 |
| Phone | 858-207-3377 |
| Fax | 858-207-3370 |
| Office hours | 7:30a.m. - 4:30p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1594417 |
| Discloses disciplinary history | Yes |
| Discretionary | $429M |
| Non-discretionary | $0 |
| Total (RAUM) | $429M |