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| Beaird Harris Wealth Management LLC
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|---|---|
| CRD # | 107238 |
| SEC # | 801-51938 |
| CIK # | 0001908938 |
| AUM | $1.7 BB (2024-03-29) |
| Employees | 18 (72% Investors, 0% Brokers) |
| Phone | 972-503-1040 |
| Address | 5005 Lyndon B Johnson Fwy Dallas, TX 75244 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ET | 31,904.4 | 22.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 293 | 141.8 |
| (b) Individuals (high net worth individuals) | 402 | 1,444.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 61.5 |
| (h) Charitable organizations | 0 | 7.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 14.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,968 | 1,669.8 |
| By Discretionary | ||
| Discretionary | 2,947 | 1,649.9 |
| Non-Discretionary | 21 | 19.9 |
| Total | 2,968 | 1,669.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,669.8 | |
| Total | 2,968 | 1,669.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001908938] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Edgar Lomax Company
✚
|
VA | 1.7 |
|
Avity Investment Management Inc
✚
|
CT | 1.7 |
|
CornerStone Management Inc
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|
GA | 1.7 |
|
Avendus Wealth Management Private Limited
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|
1.7 | |
|
LM Kohn & Company
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|
OH | 1.7 |
|
Cable Hill Partners LLC
✚
|
OR | 1.7 |
|
Retirement Resources Investment Corporation
✚
|
MA | 1.7 |
|
Ensemble Capital Management LLC
✚
|
CA | 1.7 |
|
Millennium Investment and Retirement Advisors LLC
✚
|
NC | 1.7 |
|
Intrua Financial LLC
✚
|
TX | 1.7 |