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Beam Wealth Advisors, INC.

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Assets Under Management

$1.3B

Number of Clients

2,151

Number of Advisors

29

Average Client AUM

$611K

AUM per Advisor

$45.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

BEAM Wealth Advisors offers personal, comprehensive financial planning and investment management services. They manage client investment portfolios on a discretionary and non-discretionary basis, allocating assets among various investments. They also partner with 11thEstate for class action litigation.

Fee Structure

Minimum Investment:$75K
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Location

72096 Ramos Avenue, Suite D, Covington, LA, 70433

29 Advisors at this firm

AS
Aaron Wayne Schuler
AH
CFP
Adam Michael Howard
AB
Amy Lynn Betts
AH
CFP
Andrew Keith Hoffman
AN
CFP
Arish Samir Nurani
BG
CFP · ChFC
Baburhan Gucer
BS
PFS
Bryant Thomas Swann
CR
PFS
Cameron L Ray
CS
Cheryl Lois Scout
CC
CFP
Christopher a Cristallo
DB
David Henry Bernard
EB
Eric William Bunker
EA
Erik Tomas Anhaus
FC
Frank Congemi
GL
CFP
Garrett Paul Leroux
HG
CFP
Heather J Gardner
JB
CFP
Jaime Andres Benedetti
JS
Jason David Sanchez
JS
Jason Dewayne Spears
JC
CFA
Jeffrey Charles Cone
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