BL
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Braxton James Leicht

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
424 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$429.0M

Fee Structure

Minimum Investment:$250K
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Location

Park City, UT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Braxton works as a Special Agent for the U.S. Air Force Reserves Office of Special Investigations (OSI) since December 2023, investigating felony-level crimes. This takes about 10-20% of his time, with two weeks per year full-time.

Employment History
Current Registrations
Beta Wealth Group, INC
January 2024 - Present · 2 yrs 1 mo
State Registrations2 states
CAUT
Advisor
Exams
No exam information available for this advisor.