Beta Wealth Group, Inc

CRD 165224 · San Diego, CA · $460.3M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 165224
SEC number: 801-77060
Firm type: RIA
Assets under management: $460.3M as of Jun 4, 2026
Website: www.linkedin.com/in/jodi-vleck-cfp%C2%AE-55a54a2 ↗
Phone: 858-207-3377
Address: 11421 W. Bernardo Court, San Diego, CA, 92127

Advisors at this firm

3 in our index · page 1 of 1

Romy Michele BrownCRD 2534514 · San Diego, CA

IA RegisteredRegistration inactive
Braxton James LeichtCRD 7857518 · Park City, UT

IA Registered
Jodi Trabbic VleckCRD 4003056 · San Diego, CA

IA Registered

Source & corrections

Where this page comes from

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