Beam Wealth Advisors, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

109867

SEC number

801-60334

Firm type

RIA

Assets under management

$1.6B as of Apr 29, 2026

Website

beamwealth.com ↗

Phone

985-893-1440

Address

72096 Ramos Avenue, Covington, LA, 70433

Advisors at this firm

25 in our index · page 1 of 1

• Erik Tomas AnhausCRD 4601461 · Atlanta, GA
  IA RegisteredBroker
• Jaime Andres BenedettiCRD 4524413 · Atlanta, GA
  IA RegisteredBroker
• David Henry BernardCRD 6197879 · Covington, LA
  IA RegisteredBroker
• Amy Lynn BettsCRD 4154449 · Denver, CO
  IA RegisteredBroker
• Russell ClarkeCRD 1422335 · Atlanta, GA
  IA RegisteredRegistration inactive
• Jeffrey Charles ConeCRD 6066938 · Columbus, OH
  IA RegisteredRegistration inactive
• Frank CongemiCRD 1483380 · Rockaway Park, NY
  IA RegisteredBroker
• Christopher A CristalloCRD 6649156 · Marietta, GA
  IA RegisteredRegistration inactive
• Joseph Andrew DavisCRD 4900161 · West Haven, UT
  IA RegisteredBroker
• Heather J GardnerCRD 5882325 · Jacksonville, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Baburhan GucerCRD 3207431 · Cumming, GA
  IA RegisteredBroker
• Andrew Keith HoffmanCRD 2870074 · Mandeville, LA
  IA RegisteredRegistration inactive
• Adam Michael HowardCRD 6024573 · Jacksonville, FL
  IA Registered
• John Edward JarviseCRD 3176357 · Tucson, AZ
  IA Registered
• Gabrielle Elizabeth KongCRD 7034792 · Atlanta, GA
  IA RegisteredRegistration inactive
• Garrett Paul LerouxCRD 6641803 · Covington, LA
  IA RegisteredBroker
• Joseph Michael OsullivanCRD 2926528 · New Orleans, LA
  IA RegisteredBroker
• Cameron L RayCRD 4245930 · Tullahoma, TN
  IA RegisteredBroker
• Philip Allen RogersCRD 1581130 · Newtown Square, PA
  IA RegisteredBroker
• William Joseph RomeoCRD 1055149 · Coconut Creek, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Jason David SanchezCRD 4696232 · Covington, LA
  IA RegisteredBroker
• Aaron Wayne SchulerCRD 5182258 · Midway, UT
  IA RegisteredBroker
• Cheryl Lois ScoutCRD 4423245 · Atlanta, GA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jason Dewayne SpearsCRD 4686230 · Columbus, MS
  IA RegisteredBroker
• Bryant Thomas SwannCRD 6902929 · Tullahoma, TN
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.