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| Happy Holidays!! thanks for using AUM13F!! |
| Beaird Harris Wealth Management LLC
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| CRD # | 107238 |
| SEC # | 801-51938 |
| CIK # | 0001908938 |
| AUM | $1.9 B (2025-03-27) |
| Employees | 22 (59% Investors, 0% Brokers) |
| Phone | 972-503-1040 |
| Address | 5005 Lyndon B Johnson Fwy Dallas, TX 75244 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001908938 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Bitwise Bitcoin ETF | 34.9 | ||
| Tesla Motors Inc | 9.9 | ||
| MicroStrategy Inc | 6.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 334 | 176.6 |
| (b) Individuals (high net worth individuals) | 428 | 1,662.7 |
| (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 | 7 | 34.3 |
| (h) Charitable organizations | 0 | 17.8 |
| (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 | 16.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,188 | 1,907.4 |
| By Discretionary | ||
| Discretionary | 3,168 | 1,885.9 |
| Non-Discretionary | 20 | 21.5 |
| Total | 3,188 | 1,907.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,907.4 | |
| Total | 3,188 | 1,907.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001908938] |
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|---|---|---|
|
Nadler Financial Group Inc
✚
|
IL | 1.9 |
|
Earned Wealth Advisors LLC
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CA | 1.9 |
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EFG Asset Management Americas Corp
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FL | 1.9 |
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Moneco Advisors LLC
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CT | 1.9 |
|
Heritage Investment Group Inc
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FL | 1.9 |
|
Reinhart Partners LLC
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WI | 1.9 |
|
The Wealth Alliance LLC
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NY | 1.9 |
|
Claret Asset Management Corp
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|
1.9 | |
|
J Stern & Co LLP
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|
1.9 | |
|
Perennial Investment Advisors LLC
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|
CA | 1.9 |