Beta Wealth Group, Inc
Beta Wealth Group, Inc is an SEC-registered wealth manager in San Diego, CA with $460.3M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Beta Wealth Group, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 165224, SEC 801-77060, data through 2026-06-04.
- AUM (assets under management / regulatory AUM)
- $460.3M (2026-06-04)
- Firm type
- Wealth Manager
- Location
- San Diego, CA
- Employees
- 3
- Clients
- 378
- CRD
- 165224
- Ownership
- BROWN, ROMY, MICHELE; VLECK, JODI, TRABBIC; VLECK, MICHAEL, EDWARD
How much AUM does Beta Wealth Group, Inc have?
Beta Wealth Group, Inc reported $460.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-04).
Who owns Beta Wealth Group, Inc?
Disclosed owners and executives of Beta Wealth Group, Inc include BROWN, ROMY, MICHELE, VLECK, JODI, TRABBIC, VLECK, MICHAEL, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.