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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-22-2001
- Office Locations
- 15
Office Locations
About Beam Wealth Advisors, Inc.
Beam Wealth Advisors, Inc. is an independent RIA providing holistic, objective financial planning and discretionary investment management for personal wealth and business/retirement clients. The team includes CERTIFIED FINANCIAL PLANNERS and a CFA focused on growing and protecting client portfolios, with meaningful use of ETFs and public funds. Common custody includes Charles Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
JAIME ANDRES BENEDETTI
Certified Financial Planner, Chief Executive Officer
- CRD
- #4524413
- Ownership
- 50% but less than 75%
BABURHAN GUCER
Chief Financial Officer
- CRD
- #3207431
- Ownership
- 50% but less than 75%
Showing 2 of 4 owners & executives
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ERIK TOMAS ANHAUS
Financial Advisor, General Partner
- CRD
- #4601461
RUSSELL CLARKE
Wealth Advisor
- CRD
- #1422335
Showing 2 of 25 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,562,007,054 | $312,839 |
| Non-Discretionary | $38,540,220 | $116,436 |
| Total | $1,600,547,274 | $300,629 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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