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| Happy Holidays!! thanks for using AUM13F!! |
| Beta Wealth Group Inc
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| CRD # | 165224 |
| SEC # | 801-77060 |
| CIK # | 0001594417 |
| AUM | $429.0 M (2025-07-15) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 858-207-3377 |
| Address | 11421 W Bernardo Court San Diego, CA 92127 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001594417 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| PIMCO Dynamic Income Fund | 6.6 | ||
| Microsoft Corp | 5.2 | ||
| Blackstone Group LP | 5.2 | ||
| Apple Inc | 4.5 | ||
| Amazon Com Inc | 3.7 | ||
| Alphabet Inc | 2.8 | ||
| Waste Management Inc | 2.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 257 | 68.5 |
| (b) Individuals (high net worth individuals) | 167 | 348.3 |
| (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 | 0 | 5.8 |
| (h) Charitable organizations | 0 | 6.5 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 430 | 429.0 |
| By Discretionary | ||
| Discretionary | 430 | 429.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 430 | 429.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.9 | |
| United States Persons | 426.0 | |
| Total | 430 | 429.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001594417] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Paces Ferry Wealth Advisors LLC
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|
GA | 0.4 |
|
Acorn Wealth Advisors LLC
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|
MI | 0.4 |
|
van Strum & Towne Inc
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CA | 0.4 |
|
Delta Financial Advisors LLC
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LA | 0.4 |
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The Menard Financial Group LLC
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TX | 0.4 |
|
Sterling Wealth Management Inc
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IL | 0.4 |
|
Madison Advisory Services Inc
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NY | 0.4 |
|
Maryland Capital Advisors Inc
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|
MD | 0.4 |
|
Sands Capital Horizons LLC
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|
VA | 0.4 |
|
Mark Sheptoff Financial Planning LLC
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|
CT | 0.4 |