Beta Wealth is an investment advisor in San Diego with $409.90 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
271460633
SEC advisor number
801-77060
FINRA CRD number
165224
AUM ?
$399.03 mm
(as of 26 Mar 24)
Accounts
429
(as of 26 Mar 24)
Employees
3
(3 investment advisory or research)
Address
Beta Wealth
16870 WEST BERNARDO DRIVE, SUITE 170
SAN DIEGO
CA 92127
16870 WEST BERNARDO DRIVE, SUITE 170
SAN DIEGO
CA 92127
Phone
858-207-3377
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21