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
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.
Latest 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%)
* 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.