BEAIRD HARRIS

Legal name: BEAIRD HARRIS WEALTH MANAGEMENT, LLC

CRD 107238File 801-51938

APPROVED

Retail clients

Custody

Filing as of Jul 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.27B

Top 25% of cohort (national)

Discretionary AUM

$2.25B

Non-discretionary $24.9M

Clients

800

3,331 accounts

Employees

Top 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: May 20, 1996
Principal office: 5005 LYNDON B JOHNSON FWY, STE 1700, DALLAS, TX, 75244
Phone: 972-503-1040
Website: HTTPS://TWITTER.COM/BEAIRDHARRIS

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.27B
Discretionary AUM: $2.25B
Non-discretionary AUM: $24.9M
Discretionary accounts: 3,297
Non-discretionary accounts: 34
Total accounts: 3,331
AUM per client: $2.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$18.8M
Charitable organizations	Fewer than 5	$26.8M
High net worth individuals	497	$2.03B
Pension and profit sharing plans	7	$44.6M
Individuals (other than high net worth individuals)	296	$148.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.