Patrick Clark Beaird
Managing PartnerBeaird Harris Wealth Management, LLCCRD 2789900
About Patrick Clark Beaird
Patrick Clark Beaird is listed as Managing Partner at Beaird Harris Wealth Management, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of Under 5%. Patrick Clark Beaird is associated with 3 registered advisers.
Reported ownership
Owns Under 5% of Beaird Harris Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Patrick Clark Beaird work?
Patrick Clark Beaird is listed as Managing Partner at Beaird Harris Wealth Management, LLC on SEC Form ADV.
How much of Beaird Harris Wealth Management, LLC does Patrick Clark Beaird own?
Form ADV reports a beneficial ownership band of Under 5%.
Beaird Harris Wealth Management, LLC
| Title | Managing Partner |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 1996 |
Beaird Harris Wealth Management, LLC
| Title | Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2021 |