Beta Wealth Group, Inc.

Beta Wealth Group, Inc. (CRD# 165224) is a financial advisory firm headquartered in San Diego, CA. They manage $399,029,675 in 429 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
11421 W. Bernardo Court, San Diego, CA 92127
https://twitter.com/wealthbeta
By the Numbers
  • Total Assets Under Management
    399
    MILLION
  • Total Number of Accounts
    429
    ACCOUNTS
  • Average Account Value
    $930,139
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX, UT, WA

Financial Advisors at Beta Wealth Group, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Romy Brown, financial advisor San Diego CA
Romy M. Brown
CRD#: 2534514
11421 W. Bernardo Court, San Diego, CA 92127

Romy Brown (CRD# 2534514) is an Investment Advisor Representative working at Beta Wealth Group, Inc. in San Diego, CA and has over 24 years of experience in the finance industry.

2
Jodi Vleck, financial advisor San Diego CA
Jodi T. Vleck
CRD#: 4003056
11421 W. Bernardo Court, San Diego, CA 92127

Jodi Vleck (CRD# 4003056) is an Investment Advisor Representative working at Beta Wealth Group, Inc. in San Diego, CA and has over 24 years of experience in the finance industry.

3
Braxton Leicht, financial advisor Park City UT
Braxton J. Leicht
CRD#: 7857518
Park City, UT

Braxton Leicht (CRD# 7857518) is an Investment Advisor Representative working at Beta Wealth Group, Inc. in Park City, UT and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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