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Patrick Clark Beaird

Managing PartnerBeaird Harris Wealth Management, LLCCRD 2789900

About Patrick Clark Beaird

Patrick Clark Beaird is listed as Managing Partner at Beaird Harris Wealth Management, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of Under 5%. Patrick Clark Beaird is associated with 3 registered advisers.

Reported ownership

Owns Under 5% of Beaird Harris Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Patrick Clark Beaird work?

Patrick Clark Beaird is listed as Managing Partner at Beaird Harris Wealth Management, LLC on SEC Form ADV.

How much of Beaird Harris Wealth Management, LLC does Patrick Clark Beaird own?

Form ADV reports a beneficial ownership band of Under 5%.

Beaird Harris Wealth Management, LLC

TitleManaging Partner
OwnershipUnder 5%
Control personYes
Since1996

Savant Capital, LLC

TitleManager
Ownership
Control personYes
Since2023

Beaird Harris Wealth Management, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2021