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BETA WEALTH GROUP, INC
CRD 165224 · SEC 801-77060
11421 W. BERNARDO COURT, SAN DIEGO, CA, 92127, United States
Phone
858-207-3377
Fax
858-207-3370
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$460.3M
Discretionary AUM
$460.3M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersSUB-MANAGEMENT AND CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 214 | $64.2M |
| High net worth individuals | 164 | $387.6M |
States served
AZ, CA, MA, UT, WA, TX
All web addresses on file
- https://www.linkedin.com/company/beta-wealth-group
- HTTP://WWW.BETAWEALTHGROUP.COM
- HTTP://WWW.FACEBOOK.COM/BETAWEALTHGROUP.COM
- https://www.linkedin.com/in/jodi-vleck-cfp%C2%AE-55a54a2/
- https://twitter.com/wealthbeta
- https://www.instagram.com/betawealthgroup/?igsh=NTc4MTIwNjQ2YQ%3D%3D#
- https://www.betaassetmanagement.com/
Official SEC filing: View on IAPD