CRD: 330145
Bristol Wealth Group
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-16-2024
- Office Locations
- 2
Office Locations
About Bristol Wealth Group
Bristol Wealth Group provides financial planning and wealth management, including retirement planning and personal investing, for individuals and for organizations such as local businesses, municipalities, and nonprofits. The team builds customized, relationship-driven plans and investment solutions with a prudent, diversified approach across public markets (including ETFs and fixed income). Advisory services are delivered through its RIA, with brokerage services offered via Private Client Services (FINRA/SIPC).
Reported data analysis
What the numbers show
Between October 17, 2025 and June 3, 2026, reported AUM increased 12.4%, from $876.5M to $985.6M.
Across 3 reported observations, AUM increased 30.6% between December 20, 2024 and June 3, 2026, from $754.4M to $985.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 885 clients, or 147.5 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 2 reported office locations and 2 years in operation. The source data was last updated on October 8, 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
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
CARL MICHAEL BEGIN
DIRECTOR OF FINANCIAL PLANNING, Financial Advisor, SENIOR VICE PRESIDENT, Vice President
- CRD
- #3048768
- Ownership
- Less than 5%
DEAN ROGER LARABEE III
Chief Compliance Officer, CHIEF OPERATING OFFICER, Financial Advisor
- CRD
- #2932134
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
CONNOR JAMES RUSS
Financial Advisor, Vice President
- CRD
- #7439679
MELYNA KAILEE YOUNG
--
- CRD
- #7418485
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $985,583,020 | $475,438 |
| Non-Discretionary | $0 | -- |
| Total | $985,583,020 | $475,438 |
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Separately Managed Accounts
SMA allocation detail is available
Bristol Wealth Group has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2026
Review the latest reported holdings
Bristol Wealth Group's 13F holdings detail is available for Q3 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.