Beaird Harris Wealth Management, LLC
● SEC registered since 1996CRD 107238SEC# 801-51938Dallas, TX
Reg. AUM
$2.27B
Employees
19
Accounts
3,331
Location
Dallas, TX
Beaird Harris Wealth Management, LLC assets under management
Beaird Harris Wealth Management, LLC operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 1996. It reports $2.3 billion in regulatory assets under management and employs 19 people.
Beaird Harris Wealth Management, LLC owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allgood Advisory Services, PLLC | Member | 5-10% | 2021 |
| Beaird Advisory Services PC Control | Member | 25-50% | 2021 |
| Beaird Harris, PLLC | Member | 5-10% | 2021 |
See all 18 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Beaird Harris Wealth Management, LLC manage?
Beaird Harris Wealth Management, LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
How many employees does Beaird Harris Wealth Management, LLC have?
Beaird Harris Wealth Management, LLC reports 19 employees.
Where is Beaird Harris Wealth Management, LLC located?
Beaird Harris Wealth Management, LLC is based in Dallas, TX and has been SEC-registered since 1996.
Does Beaird Harris Wealth Management, LLC disclose fund performance?
Beaird Harris Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5005 Lyndon B Johnson Fwy, Ste 1700, Dallas, TX 75244 |
| Phone | 972-503-1040 |
| Fax | 972-503-1121 |
| Office hours | 8:30 a.m.-5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.27B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$2.27Bregulatory AUM
Discretionary $2.25BNon-discretionary $24.9M