BETA WEALTH GROUP, INC
SEC Form ADV profile.
Total regulatory AUM
$460,254,498
Discretionary
$460,254,498
Non-discretionary
$0
Firm details
- CRD number
- 165224
- SEC file number
- 801-77060
- Main office
- SAN DIEGO, CA, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.