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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Beam Wealth Advisors Inc
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|---|---|
| CRD # | 109867 |
| SEC # | 801-60334 |
| CIK # | 0001803426 |
| AUM | $1.3 B (2025-06-05) |
| Employees | 17 (100% Investors, 88% Brokers) |
| Phone | 985-893-1440 |
| Address | 72096 Ramos Avenue Covington, LA 70433 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 10.4 | ||
| Apple Inc | 5.7 | ||
| Bitwise Bitcoin ETF | 5.5 | ||
| Microsoft Corp | 5.3 | ||
| Exxon Mobil Corp | 2.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,806 | 514.5 |
| (b) Individuals (high net worth individuals) | 303 | 651.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 31 | 131.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 16.8 |
| (n) Other | 0 | 0.0 |
| Total | 5,006 | 1,314.3 |
| By Discretionary | ||
| Discretionary | 4,738 | 1,288.0 |
| Non-Discretionary | 268 | 26.3 |
| Total | 5,006 | 1,314.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 1,313.1 | |
| Total | 5,006 | 1,314.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001803426] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wingate Wealth Advisors Inc
✚
|
MA | 1.3 |
|
Strategic Wealth Partners Ltd
✚
|
OH | 1.3 |
|
Means Investment Co Inc
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|
ME | 1.3 |
|
Heartwood Wealth Advisors LLC
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|
VA | 1.3 |
|
Pbmares Wealth Management LLC
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|
VA | 1.3 |
|
Mediqus Asset Advisors Inc
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|
IL | 1.3 |
|
Triune Financial Partners LLC
✚
|
KS | 1.3 |
|
Isthmus Partners LLC
✚
|
WI | 1.3 |
|
Savvy Advisors Inc
✚
|
NY | 1.3 |
|
Consolidated Portfolio Review Corp
✚
|
NY | 1.3 |