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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Value northCapital +more
- Established Date
- 02-27-2012
- Office Locations
- 1
Office Locations
About B.e.s.t. Wealth Management LLC
B.E.S.T. Wealth Management is a St. Louis–based, fee-only RIA providing financial planning and ongoing investment management for individuals and families, including those who may not yet have significant investable assets. The firm is explicitly non-commission (no product sales, kickbacks, or referral fees) and does not impose investment minimums. Client assets are custodied at Charles Schwab.
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Owner & Executives
BRAD EARL SCOTT TINNON
Certified Financial Planner, Chief Compliance Officer, PRINCIPAL
- CRD
- #5050450
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
DANIEL J BERG
Financial Advisor, General Partner
- CRD
- #5437291
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,907,748 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,907,748 | -- |
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Separately Managed Accounts
Total SMA Asset: $53,907,748
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $5,711,457,891 | 64.5% |
| Cash | $3,143,515,584 | 35.5% |
| Total | $8,854,973,475 | 100.0% |