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BEAIRD HARRIS
BEAIRD HARRIS WEALTH MANAGEMENT, LLC
CRD 107238 · SEC 801-51938
5005 LYNDON B JOHNSON FWY, STE 1700, DALLAS, TX, 75244, United States
Phone
972-503-1040
Fax
972-503-1121
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.27B
Discretionary AUM
$2.25B
Team
19 total employees; 13 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 296 | $148.7M |
| High net worth individuals | 497 | $2.03B |
| Pension/profit sharing plans | 7 | $44.6M |
States served
AR, CA, LA, NV, NM, OK, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD