Beto Financial Group, LLC
● SEC registered since 2020CRD 307546SEC# 801-118952Boise, ID
Reg. AUM
$328.8M
Employees
7
Accounts
874
Location
Boise, ID
About Beto Financial Group
BR Wealth Management, the public brand for Beto Financial Group, is an independent advisory firm helping individuals, families, and business owners with investments, retirement income, tax-aware planning, and multi-generational wealth transfer. It presents a comprehensive, partnership-style approach for clients nationwide.
Summary based on the firm’s website.
Beto Financial Group, LLC assets under management
Beto Financial Group, LLC operates as an SEC-registered investment adviser based in Boise, ID. The firm has been registered since 2020. It reports $328.8 million in regulatory assets under management and employs 7 people.
Beto Financial Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Eric Randolph Control | Principal And Chief Compliance Officer | Over 75% | 2013 |
Frequently asked questions
How much does Beto Financial Group, LLC manage?
Beto Financial Group, LLC reports $328.8 million in regulatory assets under management on its Form ADV.
How many employees does Beto Financial Group, LLC have?
Beto Financial Group, LLC reports 7 employees.
Where is Beto Financial Group, LLC located?
Beto Financial Group, LLC is based in Boise, ID and has been SEC-registered since 2020.
Does Beto Financial Group, LLC disclose fund performance?
Beto Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 380 E. Parkcenter Blvd., Suite 205, Boise, ID 83706 |
| Phone | 208-258-2540 |
| Fax | 208-258-2541 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$328.8M▲ 16%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,369 advisers
EmployeesTop 51%
More than 49% of 16,804 advisers
Assets under management
$328.8Mregulatory AUM
Discretionary $311.1MNon-discretionary $17.7M