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BETA WEALTH GROUP, INC
CRD 165224File 801-77060
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$460.3M
Above cohort median (national)
Discretionary AUM
$460.3M
Clients
378
383 accounts
Employees
3
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Aug 24, 2012
- Principal office
- 11421 W. BERNARDO COURT, SAN DIEGO, CA, 92127
- Phone
- 858-207-3377
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $460.3M
- Discretionary AUM
- $460.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 383
- Non-discretionary accounts
- 0
- Total accounts
- 383
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $859K |
| High net worth individuals | 164 | $387.6M |
| Pension and profit sharing plans | Fewer than 5 | $7.6M |
| Individuals (other than high net worth individuals) | 214 | $64.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- 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 11- Q11C2
- Q11C5
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.