BR WEALTH MANAGEMENT

BETO FINANCIAL GROUP, LLC

CRD 307546 · SEC 801-118952

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380 E. PARKCENTER BLVD., SUITE 205, BOISE, ID, 83706, United States

Phone

208-258-2540

Fax

208-258-2541

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$328.8M

Discretionary AUM

$311.1M

Team

7 total employees; 5 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-28

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	237	$78.1M
High net worth individuals	91	$241.3M
Pension/profit sharing plans	4	$2.5M
Charitable organizations	4	$2.1M
Corporations/business entities	12	$4.8M

States served

AZ, CA, ID, LA, MI, MT, NV, OR, WA, TX

All web addresses on file

http://www.brwealthmgmt.com
https://x.com/brwealthmgmt
https://www.linkedin.com/company/br-wealth-management

Official SEC filing: View on IAPD