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Romy Michele Brown

Chief Compliance Officer & Chief Operations Officer/Managing PartnerBeta Wealth Group, IncCRD 2534514

About Romy Michele Brown

Romy Michele Brown is listed as Chief Compliance Officer & Chief Operations Officer/Managing Partner at Beta Wealth Group, Inc in San Diego, CA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Beta Wealth Group, Inc
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Romy Michele Brown work?

Romy Michele Brown is listed as Chief Compliance Officer & Chief Operations Officer/Managing Partner at Beta Wealth Group, Inc on SEC Form ADV.

How much of Beta Wealth Group, Inc does Romy Michele Brown own?

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

Beta Wealth Group, Inc

TitleChief Compliance Officer & Chief Operations Officer/Managing Partner
OwnershipUnder 5%
Control personYes
Since2021
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