BEAM WEALTH ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$1,600,547,274
Discretionary
$1,562,007,054
Non-discretionary
$38,540,220
Firm details
- CRD number
- 109867
- SEC file number
- 801-60334
- Main office
- COVINGTON, LA, United States
- Employees
- 27
- SEC status
- Approved
- Website
- https://beamwealth.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.