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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-24-2012
- Office Locations
- 2
Office Locations
About Beta Wealth Group, INC
Beta Wealth Group is an independent wealth management firm serving individuals and families with technology-driven portfolio management and financial planning. The team blends economics, behavioral finance, and quantitative techniques to build tax-aware, efficient portfolios and provide institutional-style asset allocation. Services include retirement and estate planning, charitable giving, and select private placement/real estate opportunities, with regular market commentary.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JODI TRABBIC VLECK
Founder, President
- CRD
- #4003056
- Ownership
- 75% or more
MICHAEL EDWARD VLECK
Owner, Vice President
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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Braxton James Leicht
--
- CRD
- #7857518
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $460,254,498 | $1,201,709 |
| Non-Discretionary | $0 | -- |
| Total | $460,254,498 | $1,201,709 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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