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Building 2BEAM WEALTH ADVISORS, INC.

Map pinCOVINGTON, LA
Phone985-893-1440
NotebookSEC #801-60334
Total AUM
$1.6B
Employees
27
Clients
2,258

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
72096 RAMOS AVENUE
SUITE D
COVINGTON
LA 70433
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
985-893-1440
Other Offices
32

ReceiptFinancials

Total AUM
$1.6B
Accounts
5,324
Discretionary
$1.6B
Accounts
4,993
Non-Discretionary
$38.5M
Accounts
331

ContactClients

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Individual Clients
1,762
AUM
$489.6M
HNW Individual Clients
445
AUM
$890.1M
Pension/Profit Sharing Plan Clients
40
AUM
$202.2M
Charitable Organization Clients
1
AUM
$242.3K
Corporation or Business Clients
10
AUM
$18.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingOther ServicesPension Consulting
Other Services
ESTATE PLANNING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTDEFLGAIDILINLAMAMDMEMNMOMSNCNHNJNVNYOHOKORPASCTNTXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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