Overview
Assets Under Management: $1.3 billion
Headquarters: COVINGTON, LA
High-Net-Worth Clients: 303
Average Client Assets: $2 million
Frequently Asked Questions
BEAM WEALTH ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109867), BEAM WEALTH ADVISORS, INC. is subject to fiduciary duty under federal law.
BEAM WEALTH ADVISORS, INC. is headquartered in COVINGTON, LA.
BEAM WEALTH ADVISORS, INC. serves 303 high-net-worth clients according to their SEC filing dated December 26, 2025. View client details ↓
According to their SEC Form ADV, BEAM WEALTH ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
BEAM WEALTH ADVISORS, INC. manages $1.3 billion in client assets according to their SEC filing dated December 26, 2025.
According to their SEC Form ADV, BEAM WEALTH ADVISORS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 303
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.55
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 5,006
Discretionary Accounts: 4,738
Non-Discretionary Accounts: 268
Regulatory Filings
CRD Number: 109867
Filing ID: 2036048
Last Filing Date: 2025-12-26 17:49:43
Website: 29