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 5 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 17 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 10 years of experience in the finance industry.

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