Wealth Manager
    SEC Registered
    Manages Private Funds

    Beam Wealth Advisors, Inc.

    Registered investment advisor · Covington, Louisiana · CRD #109867

    Assets Under Management
    $1.6B
    Client Accounts
    5,324
    Employees
    27
    CRD Number
    109867
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc, Raymond James & Associates, Inc., Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Beam Wealth Advisors, Inc.

    Beam Wealth Advisors, Inc. offers investment advisory, estate, business, retirement, and financial planning services, along with portfolio construction and asset management for individuals, institutions, and private clients. The firm also provides pension consulting and market timing services. They are independent registered investment advisors.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Beam Wealth Advisors, Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Beam Wealth Advisors, Inc.'s AUM?

    Beam Wealth Advisors, Inc. reports approximately $1.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Beam Wealth Advisors, Inc. headquartered?

    Beam Wealth Advisors, Inc. is headquartered in Covington, Louisiana.

    What is Beam Wealth Advisors, Inc.'s CRD number?

    Beam Wealth Advisors, Inc.'s CRD number is 109867. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Beam Wealth Advisors, Inc. manage?

    Beam Wealth Advisors, Inc. manages approximately 5,324 client accounts according to its latest SEC filing.

    Is Beam Wealth Advisors, Inc. SEC registered?

    Yes, Beam Wealth Advisors, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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