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BEAM WEALTH ADVISORS, INC.
CRD 109867File 801-60334
APPROVED
Retail clients
Custody
Filing as of Aug 13, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 17 | 27 | increased by10 |
| Apr 1, 2026 | Clients | 2,151 | 2,258 | increased by107 |
| Apr 1, 2026 | AUM | $1,314,316,357 | $1,600,547,274 | increased by$286,230,917 |
| Apr 1, 2026 | Accounts | 5,006 | 5,324 | increased by318 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 19 | 17 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,114 | 2,151 | increased by1,037 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $505,813,674 | $1,314,316,357 | increased by$808,502,683 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,152 | 5,006 | increased by2,854 |
| Apr 1, 2022 | Employees | 18 | 19 | increased by1 |
| Apr 1, 2022 | Clients | 1,273 | 1,114 | decreased by159 |
| Apr 1, 2022 | AUM | $599,880,953 | $505,813,674 | decreased by$94,067,279 |
| Apr 1, 2022 | Accounts | 2,449 | 2,152 | decreased by297 |
| Jan 1, 2022 | Employees | 24 | 18 | decreased by6 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BEAM WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BEAM WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.