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BEAM WEALTH ADVISORS, INC.
CRD 109867 · SEC 801-60334
72096 RAMOS AVENUE, SUITE D, COVINGTON, LA, 70433, United States
Phone
985-893-1440
Fax
888-453-5977
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.60B
Discretionary AUM
$1.56B
Team
27 total employees; 27 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersMarket timingEducational seminarsESTATE PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1762 | $489.6M |
| High net worth individuals | 445 | $890.1M |
| Pension/profit sharing plans | 40 | $202.2M |
| Charitable organizations | 1 | $242K |
| Corporations/business entities | 10 | $18.4M |
States served
AL, AZ, AR, CA, CO, DE, GA, ID, IL, IN, LA, ME, MD, MA, MN, MS, NV, NJ, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WY, MO, WA, TX, NH, CT, FL
All web addresses on file
- https://beamwealth.com/
- https://www.linkedin.com/company/benedetti-gucer-associates/
- HTTPS://twitter.com/bga_wealth
- https://www.linkedin.com/company/beamwealthadvisors/
- https://www.instagram.com/beam_wealth_advisors
- https://www.youtube.com/@MapYourMoney
- https://www.facebook.com/BEAMwealth/
- https://www.youtube.com/@beamwealthadvisorsinc.8145
- https://www.facebook.com/BGAwealth
- https://bgawealth.com/
- https://www.youtube.com/@beam_bga_wealth
Official SEC filing: View on IAPD