Hedge Fund Database

BEAM WEALTH ADVISORS, INC.

Adviser information for BEAM WEALTH ADVISORS, INC. last updated from Form ADV on March 28th, 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 Corporation
Fiscal Year End DECEMBER
Legal Location Louisiana, United States

Employees

Total Number of Employees 17
Investment Advisory/Research 17
Registered Broker-Dealer Representatives 15
Registered State Investment Advisers 17
Licensed Agents of an Insurance Company 17
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,397 $557.0M
Non-Discretionary 259 $20.5M
Total 2,656 $577.4M

Clients

Type Number RAUM
Individuals 1,218 $324.3M
HNW Individuals 130 $251.0M
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 0 $0
Charitable organizations 0 $0
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 <5 $2.1M
Other 0 $0
Type Number
No. of Non-RAUM Clients 250
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 251-500

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)Market timing servicesEducational seminars/workshopsESTATE PLANNING
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-60334
SEC ERA File Number 801-60334
SEC CIK Numbers 1803426
SEC CRD Numbers 109867
Legal Entity Identifier None

Principal Office

72096 RAMOS AVENUE
SUITE D
COVINGTON
LA
United States
Monday - Friday, 8 AM TO 5 PM
Tel: 985-893-1440, Fax: 888-453-5977

Websites

www.facebook.com/beamwealthadvisors www.beamwealth.com www.youtube.com/@beamwealthadvisorsinc.8145 www.linkedin.com/company/financial-&-investment-management-advisors-inc

Chief Compliance Officer

AMY L. BETTS
CHIEF COMPLIANCE OFFICER
9067 EAST 35TH AVENUE
DENVER
CO
United States
Tel: 561-293-3633
(Full email address available in API data)

Regulatory Contact

BOB GUCER
CFO
72096 RAMOS AVE.
SUITE D
COVINGTON
LA
United States
Tel: 985-893-1440
(Full email address available in API data)

Industry Affiliates

BENEDETTI, GUCER & ASSOCIATES Other investment adviser, including financial planners
BGA TEAMS INSURANCE AGENCY Insurance company or agency
RAY AND GREGORY PC Accountant or accounting firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BETTS, AMY, LYNN Individual – CHIEF COMPLIANCE OFFICER 03/2015 < 5%
BENEDETTI, JAIME, ANDRES Individual – CHIEF EXECUTIVE OFFICER 12/2021 50-75%
GUCER, BABURHAN Individual – CHIEF FINANCIAL OFFICER 12/2021 50-75%

No. Employees, Historic

30150201920202021202220232024202526 on 4/15/201926 on 6/5/201926 on 6/21/201926 on 8/23/201926 on 2/4/202025 on 3/30/202025 on 6/3/202025 on 6/30/202025 on 7/3/202025 on 7/10/202025 on 11/2/202025 on 12/8/202025 on 1/12/202125 on 1/29/202125 on 2/23/202124 on 3/24/202118 on 12/16/202118 on 1/26/202219 on 3/24/202219 on 4/15/202219 on 7/1/202219 on 1/13/202319 on 1/31/202318 on 3/29/202318 on 3/31/202318 on 6/29/202317 on 3/28/2024

RAUM, Historic

600M300M02019202020212022202320242025444152342 on 4/15/2019444152342 on 6/5/2019444152342 on 6/21/2019444152342 on 8/23/2019444152342 on 2/4/2020555846032 on 3/30/2020555846032 on 6/3/2020555846032 on 6/30/2020555846032 on 7/3/2020555846032 on 7/10/2020555846032 on 11/2/2020555846032 on 12/8/2020555846032 on 1/12/2021555846032 on 1/29/2021555846032 on 2/23/2021599880953 on 3/24/2021599880953 on 12/16/2021599880953 on 1/26/2022505813674 on 3/24/2022505813674 on 4/15/2022505813674 on 7/1/2022505813674 on 1/13/2023505813674 on 1/31/2023499240343 on 3/29/2023499240343 on 3/31/2023499240343 on 6/29/2023577438797 on 3/28/2024

No. Clients, Historic

2,0001,000020192020202120222023202420251082 on 4/15/20191082 on 6/5/20191082 on 6/21/20191082 on 8/23/20191082 on 2/4/20201311 on 3/30/20201311 on 6/3/20201311 on 6/30/20201311 on 7/3/20201311 on 7/10/20201311 on 11/2/20201311 on 12/8/20201311 on 1/12/20211311 on 1/29/20211311 on 2/23/20211273 on 3/24/20211273 on 12/16/20211273 on 1/26/20221114 on 3/24/20221114 on 4/15/20221114 on 7/1/20221114 on 1/13/20231114 on 1/31/20231346 on 3/29/20231346 on 3/31/20231346 on 6/29/20231351 on 3/28/2024

Holdings

From latest 13F, filed August 7th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AMAZON COM INCORPORATED Common 2M 13K 0
APPLE INCORPORATED Common 7M 32K 0
BANK AMERICA CORPORATION Common 743K 19K 0
BITWISE 10 CRYPTO INDEX FD UNIT BENEFICIAL Exchange Traded Funds 2M 45K 0
BRISTOL-MYERS SQUIBB COMPANY Common 570K 14K 0
CHEVRON CORPORATION NEW Common 2M 14K 0
CHIPOTLE MEXICAN GRILL INCORPORATED Common 2M 26K 0
COCA COLA COMPANY Common 859K 13K 0
CONAGRA BRANDS INCORPORATED Common 545K 19K 0
DISNEY WALT COMPANY Common 2M 18K 0
ENTERPRISE PRODUCTS PARTNERS L P Master Limited Partnership 845K 29K 0
FIDELITY COVINGTON TRUST FIDELITY MAGELAN 4M 120K 0
FIDELITY COVINGTON TRUST INT HG DIV ETF 2M 78K 0
FIDELITY HIGH DIVIDEND ETF Exchange Traded Funds 1M 31K 0
FIDELITY MSCI UTILITIES INDEX ETF Exchange Traded Funds 795K 18K 0
GRAYSCALE BITCOIN TRUST Exchange Traded Funds 811K 15K 0
GRAYSCALE ETHEREUM TR ETF SHS Common 2M 54K 0
GUGGENHEIM TAXABLE MUNICP BOND Equity 218K 14K 0
INTEL CORPORATION Common 411K 13K 0
ISHARES GOLD TR ISHARES NEW Exchange Traded Funds 567K 13K 0
ISHARES INC MSCI WORLD ETF 4M 26K 0
ISHARES TR CORE S&P500 ETF Exchange Traded Funds 50M 92K 0
ISHARES TR CORE US AGGBD ET Exchange Traded Funds 1M 12K 0
ISHARES TR 20 YR TR BD ETF Exchange Traded Funds 3M 36K 0
ISHARES TR 7-10 YR TRSY BD Exchange Traded Funds 3M 34K 0
ISHARES TR 1 3 YR TREAS BD Exchange Traded Funds 24M 288K 0
ISHARES TR RUS MD CP GR ETF Exchange Traded Funds 2M 22K 0
ISHARES TR RUS MID CAP ETF Exchange Traded Funds 5M 66K 0
ISHARES TR CORE S&P MCP ETF Exchange Traded Funds 986K 17K 0
ISHARES TR RUS 1000 GRW ETF Exchange Traded Funds 6M 16K 0
ISHARES TR RUSSELL 2000 ETF Exchange Traded Funds 4M 22K 0
ISHARES TR CORE S&P US VLU Exchange Traded Funds 7M 77K 0
ISHARES TR CORE S&P US GWT Exchange Traded Funds 3M 21K 0
ISHARES TR EAFE SML CP ETF Exchange Traded Funds 1M 16K 0
ISHARES TR MRGSTR MD CP GRW Exchange Traded Funds 934K 14K 0
ISHARES TR GLB INFRASTR ETF 2M 35K 0
ISHARES TR CRE U S REIT ETF Exchange Traded Funds 608K 11K 0
ISHARES TR MRGSTR SM CP GR Exchange Traded Funds 1M 28K 0
ISHARES TR 10-20 YR TRS ETF Exchange Traded Funds 1M 14K 0
ISHARES TR EAFE VALUE ETF Exchange Traded Funds 1M 20K 0
ISHARES TR EAFE GRWTH ETF Exchange Traded Funds 3M 29K 0
KEYCORP Common 354K 25K 0
KRAFT HEINZ COMPANY Common 401K 12K 0
MARATHON OIL CORPORATION Common 540K 19K 0
MICROSOFT CORPORATION Common 5M 12K 0
PFIZER INCORPORATED Common 535K 19K 0
PROCTER AND GAMBLE COMPANY Common 2M 11K 0
SCHWAB U.S. LARGE-CAP ETF Exchange Traded Funds 1M 16K 0
SCHWAB US DIVIDEND EQUITY ETF Exchange Traded Funds 2M 30K 0
VANGUARD FTSE DEVELOPED MARKETS ETF Exchange Traded Funds 588K 12K 0
VANGUARD MID-CAP ETF Exchange Traded Funds 5M 22K 0
VANGUARD SMALL-CAP ETF Exchange Traded Funds 3M 13K 0
VANGUARD TOTAL STOCK MARKET ETF Exchange Traded Funds 3M 11K 0
WALMART INCORPORATED Common 2M 29K 0
WILLIAMS COMPANIES INCORPORATED Common 802K 19K 0
ALPS O'SHARES U.S. SMALL-CAP QUALITY DIVIDEND ETF Exchange Traded Funds 576K 14K 0
AT&T INCORPORATED Common 939K 49K 0
BITWISE BITCOIN ETF TRUST Exchange Traded Funds 902K 28K 0
CNL HEALTHCARE PPTYS INCORPORATED REIT REITs 273K 43K 0
CADENCE BANK COM 1M 41K 0
CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT Exchange Traded Funds 411K 12K 0
CISCO SYSTEMS INCORPORATED Common 623K 13K 0
ETF SER SOLUTIONS NATIONWIDE NASDQ 434K 17K 0
ENERGY TRANSFER L P COM UT LTD PTN Master Limited Partnership 666K 41K 0
EXXON MOBIL CORPORATION Common 3M 23K 0
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND Exchange Traded Funds 816K 20K 0
FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND Exchange Traded Funds 939K 15K 0
FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND Exchange Traded Funds 1M 17K 0
GLACIER BANCORP INC NEW COM 1M 30K 0
GLOBAL X FDS S&P 500 COVERED 2M 45K 0
GLOBAL X NASDAQ 100 COVERED CALL ETF Exchange Traded Funds 992K 56K 0
GLOBAL X FDS DOW 30 COVERED C 288K 13K 0
GOLDMAN SACHS GROUP INCORPORATED Common 316K 14K 0
INVESCO PREFERRED ETF Exchange Traded Funds 1M 109K 0
ISHARES TR 1 3 YR TREAS BD 2M 25K 0
ISHARES TR CORE HIGH DV ETF 21M 195K 0
ISHARES TR CORE MSCI EAFE 3M 36K 0
ISHARES INC MSCI EMRG CHN 13M 217K 0
ISHARES TR CORE DIV GRWTH 4M 69K 0
ISHARES TR CORE MSCI INTL Exchange Traded Funds 3M 47K 0
J P MORGAN EXCHANGE TRADED F SHORT DURA CORE 1M 31K 0
JPMORGAN EQUITY PREMIUM INCOME ETF Exchange Traded Funds 3M 50K 0
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 859K 15K 0
JAPAN SMALLER CAPITALIZATION F Equity 306K 40K 0
KINDER MORGAN INCORPORATED DEL Common 2M 83K 0
NVIDIA CORPORATION Common 16M 130K 0
ORGANON & COMPANY COMMON STOCK Common 394K 19K 0
PACER FDS TR TRENDP US LAR CP 2M 38K 0
PACER US CASH COWS 100 ETF Exchange Traded Funds 811K 15K 0
PIMCO CORPORATE & INCOME OPP COM 247K 17K 0
PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF Exchange Traded Funds 763K 10K 0
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF Exchange Traded Funds 3M 27K 0
SPDR SER TR ICE PFD SEC ETF 364K 11K 0
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF Exchange Traded Funds 578K 19K 0
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF Exchange Traded Funds 4M 66K 0
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF Exchange Traded Funds 6M 67K 0
SPROTT PHYSICAL SILVER TR TR UNIT Foreign Equity 370K 37K 0
STRATEGY SHS NS 7HANDL IDX 785K 37K 0
T ROWE PRICE ETF INC PRICE DIV GRWT 385K 10K 0
VANECK ETF TRUST INFLATION ALLOCA 10M 369K 0
VANECK ETF TR CLO ETF Exchange Traded Funds 687K 13K 0
VERIZON COMMUNICATIONS INCORPORATED Common 571K 14K 0
VIATRIS INCORPORATED Common 529K 50K 0
BYD COMPANY LIMITED SHS H Ordinary Shares 323K 11K 0