BEAIRD HARRIS WEALTH MANAGEMENT, LLC
Doing business as BEAIRD HARRIS. SEC Form ADV profile.
Total regulatory AUM
$2,272,278,072
Discretionary
$2,247,370,330
Non-discretionary
$24,907,742
Firm details
- CRD number
- 107238
- SEC file number
- 801-51938
- Main office
- DALLAS, TX, United States
- Employees
- 19
- SEC status
- Approved
- Website
- HTTPS://TWITTER.COM/BEAIRDHARRIS
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.