BR WEALTH MANAGEMENT
BETO FINANCIAL GROUP, LLC Legal Name
Adviser information for BR WEALTH MANAGEMENT last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Idaho, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 647 | $217.1M |
| Non-Discretionary | 88 | $41.9M |
| Total | 735 | $259.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 210 | $67.7M |
| HNW Individuals | 83 | $184.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $609,957 |
| Charitable organizations | 5 | $1.7M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 11 | $4.4M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 7 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-118952 |
|---|---|
| SEC ERA File Number | 801-118952 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 307546 |
| Legal Entity Identifier | None |
Principal Office
380 E. PARKCENTER BLVD.SUITE 205
BOISE
ID
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 208-258-2540, Fax: 208-258-2501
Chief Compliance Officer
BRIAN RANDOLPH
PRINCIPAL
380 E. PARKCENTER BLVD.
SUITE 205
BOISE
ID
United States
Tel:
208-258-2540
B****@***************M
(Full email address available in API data)
Regulatory Contact
BREANNA BYRNE
COMPLIANCE DELEGATE
380 E. PARKCENTER BLVD
SUITE 205
BOISE
ID
United States
Tel:
2082582540
B******@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RANDOLPH, BRIAN, ERIC | Individual | – | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | 07/2013 | > 75% |