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- Custodian
- Bank OF America · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Ridge radialHarbor
- Established Date
- 08-07-2024
- Office Locations
- 1
Office Locations
About B&l Wealth Group, LLC
B&L Wealth Group is a Virginia-based investment advisory firm providing holistic financial planning and personalized investment management for individuals, including business owners and retirees. Portfolios emphasize diversified asset allocation using ETFs and mutual funds, with the ability to incorporate fixed income and alternative strategies when appropriate. Independently owned; client accounts are serviced via Charles Schwab’s platform.
Team overview
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Accredited Investors
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Laura Beldin
Managing Partner, Wealth Advisor
- CRD
- #4959170
- Ownership
- 50% but less than 75%
Jayden Jiahong Liu
Chief Compliance Officer, Managing Partner, Partner
- CRD
- #7962313
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,615,789 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,615,789 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,615,789
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,057,155,478 | 35.2% |
| Equity - Exchange | $987,668,397 | 16.9% |
| U.S. Government/Agency | $1,227,280,257 | 21.0% |
| Cash | $1,572,087,568 | 26.9% |
| Total | $5,844,191,700 | 100.0% |