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).
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Total Assets Under Management399MILLION
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Total Number of Accounts429ACCOUNTS
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Average Account Value$930,139
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, TX, UT, WA
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.
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.
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.