firm profile
Beam Wealth Advisors, Inc.
Overview
Beam Wealth Advisors, Inc. is an SEC registered investment adviser based in Covington, LA, registered since 2001. It reports $1.6B in assets under management across 5,324 accounts, with 27 employees. It has 25 investment adviser representatives.
- Reported AUM
- $1.6B
- Discretionary
- 98%
- Accounts
- 5,324
- Average account
- $301K
- Employees
- 27
- Advisory reps
- 25
- Registered since
- 2001
- Jurisdictions
- 35
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 4
- Jaime Andres Benedetti Chief Executive Officer CRD 4524413
- Amy Lynn Betts Chief Compliance Officer CRD 4154449
- Baburhan Gucer Chief Financial Officer CRD 3207431
1 more executive officer, with direct contact details
Advisory reps 3 of 25
- Erik T Anhaus Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4601461
- Jaime Andres Benedetti Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4524413
- Amy Lynn Betts Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4154449
22 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 72096 Ramos Ave Ste D
Covington, LA 70433 - County
- Saint Tammany
- Metro area
- New Orleans-Metairie, LA
- Region
- South
Registrations
- SEC registered
- Registered in 35 jurisdictions
- Website: beamwealth.com
Every state, with registration dates
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