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| Beam Wealth Advisors Inc
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|---|---|
| CRD # | 109867 |
| SEC # | 801-60334 |
| CIK # | 0001803426 |
| AUM | 1,600.5 M (2026-04-29) |
| Employees | 27 (100% Investors, 59% Brokers) |
| Phone | 985-893-1440 |
| Address | 72096 Ramos Avenue Covington, LA 70433 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 8.6 | ||
| Apple Inc | 6.2 | ||
| Bitwise Bitcoin ETF | 4.2 | ||
| Wal Mart Stores Inc | 3.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,762 | 489.6 |
| (b) Individuals (high net worth individuals) | 445 | 890.1 |
| (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 | 40 | 202.2 |
| (h) Charitable organizations | 1 | 0.2 |
| (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 | 10 | 18.4 |
| (n) Other | 0 | 0.0 |
| Total | 5,324 | 1,600.5 |
| By Discretionary | ||
| Discretionary | 4,993 | 1,562.0 |
| Non-Discretionary | 331 | 38.5 |
| Total | 5,324 | 1,600.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 1,599.5 | |
| Total | 5,324 | 1,600.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001803426] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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