Beta Wealth Group, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 27, 2026, reports $460M in regulatory assets under management, 3 employees, 1 office, and 383 accounts.
Assets Under Management
$460M
Employees
3
Offices
1 office
Total Clients
378
Primary office
SAN DIEGO, CA
11421 W. BERNARDO COURT, SAN DIEGO, CA, United States
Top client segmentIndividuals represent 56.6% of total clients.
Top client categories% of clientsClients
1
Individuals
56.6%
214
2
HNWI
43.4%
164
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$460Mas of March 27, 2026
Discretionary100.0%
$460M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$460M
Total Accounts383
10Y AUM Change+$253M (+121.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee126:1
10Y Employee Change0 (0.0%)
* 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.