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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-22-2001
- Office Locations
- 16
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.
Reported data analysis
What the numbers show
Between December 26, 2025 and August 13, 2026, reported AUM increased 21.8%, from $1.3B to $1.6B.
Across 5 reported observations, AUM increased 216.4% between July 1, 2022 and August 13, 2026, from $505.8M to $1.6B.
Of the latest reported AUM, 97.6% is discretionary and 2.4% is non-discretionary.
The firm reports 27 advisory representatives and 2,258 clients, or 83.6 clients per representative. That equates to $708.8K in reported AUM per client.
The profile lists 16 reported office locations and 25 years in operation. The source data was last updated on August 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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 26 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
SMA allocation detail is available
Beam Wealth Advisors, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Beam Wealth Advisors, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.