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B.E.S.T. WEALTH MANAGEMENT LLC
CRD 160920
10880 BAUR BLVD, SUITE 104, ST. LOUIS, MO, 63132, United States
Phone
314-801-1324
Fax
314-692-8646
Registration
— (—)
Source
State registered
Total AUM
$53.9M
Discretionary AUM
$53.9M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingTAX PREPARATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 99 | $24.6M |
| High net worth individuals | 14 | $25.7M |
| Pension/profit sharing plans | 8 | $3.6M |
All web addresses on file
Official SEC filing: View on IAPD