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BEAM WEALTH ADVISORS, INC.
CRD 109867File 801-60334
APPROVED
Retail clients
Custody
Filing as of Aug 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.60B
Top 25% of cohort (national)
Discretionary AUM
$1.56B
Non-discretionary $38.5M
Clients
2,258
5,324 accounts
Employees
27
Top 25% of cohort in LA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 22, 2001
- Principal office
- 72096 RAMOS AVENUE, SUITE D, COVINGTON, LA, 70433
- Phone
- 985-893-1440
- Website
- https://beamwealth.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.60B
- Discretionary AUM
- $1.56B
- Non-discretionary AUM
- $38.5M
- Discretionary accounts
- 4,993
- Non-discretionary accounts
- 331
- Total accounts
- 5,324
- AUM per client
- $709K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $18.4M |
| Charitable organizations | Fewer than 5 | $242K |
| High net worth individuals | 445 | $890.1M |
| Pension and profit sharing plans | 40 | $202.2M |
| Individuals (other than high net worth individuals) | 1,762 | $489.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Educational seminars
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- 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
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.