Beam Wealth Advisors, Inc.
● SEC registered since 2001CRD 109867SEC# 801-60334Covington, LA
Reg. AUM
$1.6B
Employees
27
Accounts
5,324
Location
Covington, LA
Beam Wealth Advisors, Inc. assets under management
Beam Wealth Advisors, Inc. is a registered investment adviser overseen by the SEC based in Covington, LA. The firm has been registered since 2001. It reports $1.6 billion in regulatory assets under management and employs 27 people.
Beam Wealth Advisors, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Lynn Betts Control | Chief Compliance Officer | Under 5% | 2015 |
| Baburhan Gucer Control | Chief Financial Officer | 50-75% | 2021 |
| Jaime Andres Benedetti Control | Chief Executive Officer | 50-75% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Beam Wealth Advisors, Inc. manage?
Beam Wealth Advisors, Inc. reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does Beam Wealth Advisors, Inc. have?
Beam Wealth Advisors, Inc. reports 27 employees.
Where is Beam Wealth Advisors, Inc. located?
Beam Wealth Advisors, Inc. is based in Covington, LA and has been SEC-registered since 2001.
Does Beam Wealth Advisors, Inc. disclose fund performance?
Beam Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 72096 Ramos Avenue, Suite D, Covington, LA 70433 |
| Phone | 985-893-1440 |
| Fax | 888-453-5977 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.6B▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$1.6Bregulatory AUM
Discretionary $1.56BNon-discretionary $38.5M