Beta Wealth Group, Inc.

Beta Wealth Group, Inc. (CRD# 165224) is a financial advisory firm headquartered in San Diego, CA. They manage $201,430,000 in 270 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • Total Number of Accounts
    270
    ACCOUNTS
  • Average Account Value
    $746,037
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, MI

Financial Advisors at Beta Wealth Group, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Robert E. Paterson
CRD#: 5878267
16870 West Bernardo Drive, Suite 170, San Diego, CA 92127
93
Wealthminder
score

Robert Paterson (CRD# 5878267) is an Investment Advisor Representative working at Beta Wealth Group, Inc. in San Diego, CA and has over 6 years of experience in the finance industry.

2
Jodi T. Vleck
CRD#: 4003056
16870 West Bernardo Drive, Suite 170, San Diego, CA 92127
93
Wealthminder
score

Jodi Vleck (CRD# 4003056) is an Investment Advisor Representative working at Beta Wealth Group, Inc. in San Diego, CA and has over 18 years of experience in the finance industry.

3
Giridhar N. Krishnan
CRD#: 5150744
16870 West Bernardo Drive, Suite 170, San Diego, CA 92127
90
Wealthminder
score

Giridhar Krishnan (CRD# 5150744) is an Investment Advisor Representative working at Beta Wealth Group, Inc. in San Diego, CA and has over 11 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.