B
CRD: 332761
BEE Financial Partners Wealth, LLC
Houston, TX, 77070
8326982010
$5.1M Total AUM
$5.1M Disc. AUM
-- 3Y CAGR
2 Employees
24 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-26-2024
- Office Locations
- 1
Office Locations
9950 Cypresswood Drive #200 Houston TX
About BEE Financial Partners Wealth, LLC
BEE Financial Partners Wealth, LLC is a Houston-based RIA. The firm has been operating for 1 years. Managing $5.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
66 AVG AGE
$2.5M AVG AUM / ADVISOR
$211.3K AVG AUM / CLIENT
1.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Element
Client Personas
Radial
Investment Themes
Oak Catalyst matrix Atlas
Investment Vehicles
Element crest
Services
Glacier peak Glacier Insight oak Ember frontier Beacon Unison Vector element Peak matrix Delta radial
Owner & Executives
V
VICKI LYNN JOERN
Chief Compliance Officer, Financial Advisor, Managing Member, PARTNER
- CRD
- #4268832
- Ownership
- 50% but less than 75%
(388) 206-4305
pioneer.frontier@timbercapital.com
in linkedin.com/in/summit-glacier
K
KARL CHRISTIAN JOERN
PARTNER
- CRD
- #6450424
- Ownership
- 25% but less than 50%
(334) 251-4993
focus.insight@valuecapital.com
in linkedin.com/in/frontier-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,072,277 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,072,277 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,072,277
Equity - Exchange:
12.0% Cash:
24.5% Equity - OTC:
10.3% Other:
26.4% Corporate - Investment Grade:
26.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $879,103,752 | 12.0% |
| Cash | $1,794,836,827 | 24.5% |
| Equity - OTC | $754,564,054 | 10.3% |
| Other | $1,934,028,254 | 26.4% |
| Corporate - Investment Grade | $1,963,331,712 | 26.8% |
| Total | $7,325,864,599 | 100.0% |