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Firm profile

Beam Wealth Advisors, Inc..

COVINGTON, LACRD 109867Latest ADV April 29, 2026

Beam Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Covington, LA. Its latest Form ADV filing, dated April 29, 2026, reports $1.6B in regulatory assets under management, 27 employees, 32 offices, and 5,324 accounts.

Assets Under Management
$1.6B
Employees
27
Offices
32 offices
Total Clients
2,258
Primary office
COVINGTON, LA
72096 RAMOS AVENUE, SUITE D, COVINGTON, LA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOJaime A. Benedetti
CCOAmy L. Betts
CFOBaburhan Gucer

Advisory services offered

8 types reported
Educational seminars/workshops
Financial Planning Services
Market timing services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 78.0% of total clients.
Top client categories% of clientsClients
1
Individuals
78.0%
1,762
2
HNWI
19.7%
445
3
Pension Plans
1.8%
40
4
Corporations
0.4%
10
Additional categories (<0.1%)
Charitable<5 clients
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.6Bas of April 29, 2026
Discretionary97.6%
$1.6B
98% of total RAUM97.6%
Non-discretionary2.4%
$39M
2% of total RAUM2.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.6B
Total Accounts5,324
10Y AUM Change+$1.2B (+328.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees27
Clients per Employee84:1
10Y Employee Change-1 (-3.6%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.