BETO FINANCIAL GROUP, LLC
Doing business as BR WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$328,814,714
Discretionary
$311,078,878
Non-discretionary
$17,735,836
Firm details
- CRD number
- 307546
- SEC file number
- 801-118952
- Main office
- BOISE, ID, United States
- Employees
- 7
- SEC status
- Approved
- Website
- http://www.brwealthmgmt.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.