BEAIRD HARRIS WEALTH MANAGEMENT, LLC
Legal name: BEAIRD HARRIS
CRD #107238 SEC #801-51938 DALLAS, TX 972-503-1040
SEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
Employees
22
Clients
--
Accounts
3,188
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.9B | $1.9B | $21.5M | 22 | 0 |
| Nov 2025 | $1.9B | $1.9B | $21.5M | 22 | 0 |
| Mar 2025 | $1.9B | $1.9B | $21.5M | 22 | 0 |
| Nov 2024 | $1.7B | $1.6B | $19.9M | 18 | 0 |
| Sep 2024 | $1.7B | $1.6B | $19.9M | 18 | 0 |
| Apr 2024 | $1.7B | $1.6B | $19.9M | 18 | 0 |
| Mar 2024 | $1.7B | $1.6B | $19.9M | 18 | 0 |
| Mar 2023 | $1.4B | $1.4B | $19.4M | 19 | 0 |
| Mar 2022 | $1.5B | $1.4B | $120.7M | 18 | 0 |
| Oct 2021 | $1.3B | $1.1B | $126.2M | 17 | 0 |
| Apr 2021 | $1.3B | $1.1B | $126.2M | 17 | 0 |
| Mar 2021 | $1.3B | $1.1B | $126.2M | 17 | 0 |
| Apr 2020 | $1.2B | $1.1B | $99.2M | 17 | 0 |
| Mar 2020 | $1.2B | $1.1B | $99.2M | 17 | 0 |
| Dec 2019 | $1.1B | $987M | $85.3M | 16 | 0 |
| Oct 2019 | $1.1B | $987M | $85.3M | 16 | 0 |
| Jul 2019 | $1.1B | $987M | $85.3M | 16 | 0 |
| Mar 2019 | $1.1B | $987M | $85.3M | 16 | 0 |
| Sep 2018 | $1B | $971.2M | $56.8M | 16 | 0 |
| May 2018 | $1B | $971.2M | $56.8M | 16 | 0 |
| Apr 2018 | $1B | $971.2M | $56.8M | 16 | 0 |
| Mar 2018 | $1B | $971.2M | $56.8M | 16 | 0 |
| Jun 2017 | $923.5M | $865.8M | $57.8M | 16 | 500 |
| May 2017 | $923.5M | $865.8M | $57.8M | 16 | 500 |
| Mar 2017 | $923.5M | $865.8M | $57.8M | 16 | 500 |
| Sep 2016 | $787M | $743M | $44.1M | 13 | 500 |
| Mar 2016 | $787M | $743M | $44.1M | 13 | 500 |
| Mar 2015 | $736.2M | $693.3M | $42.9M | 13 | 400 |
| Dec 2014 | $656.7M | $629.9M | $26.8M | 11 | 400 |
| May 2014 | $656.7M | $629.9M | $26.8M | 11 | 400 |
| Mar 2014 | $656.7M | $629.9M | $26.8M | 11 | 400 |
| Dec 2013 | $525.8M | $525.8M | $0 | 12 | 300 |
| Nov 2013 | $525.8M | $525.8M | $0 | 12 | 300 |
| Feb 2013 | $525.8M | $525.8M | $0 | 12 | 300 |
| Mar 2012 | $397.6M | $397.6M | $0 | 6 | 200 |
| May 2011 | $383.7M | $383.7M | $0 | 10 | -- |
| Mar 2011 | $383.7M | $383.7M | $0 | 10 | -- |
| Jan 2010 | $313.5M | $313.5M | $0 | 10 | -- |
| Jan 2007 | $270.8M | $270.8M | $0 | 10 | -- |
| Jan 2007 | $221.4M | $221.4M | $0 | 10 | -- |
| Mar 2002 | $115.4M | $115.4M | $0 | 10 | -- |
DateDec 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$21.5M
Employees22
Clients0
DateNov 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$21.5M
Employees22
Clients0
DateMar 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$21.5M
Employees22
Clients0
DateNov 2024
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$19.9M
Employees18
Clients0
DateSep 2024
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$19.9M
Employees18
Clients0
DateApr 2024
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$19.9M
Employees18
Clients0
DateMar 2024
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$19.9M
Employees18
Clients0
DateMar 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$19.4M
Employees19
Clients0
DateMar 2022
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$120.7M
Employees18
Clients0
DateOct 2021
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$126.2M
Employees17
Clients0
DateApr 2021
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$126.2M
Employees17
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$126.2M
Employees17
Clients0
DateApr 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$99.2M
Employees17
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$99.2M
Employees17
Clients0
DateDec 2019
Total AUM$1.1B
Discretionary$987M
Non-Disc.$85.3M
Employees16
Clients0
DateOct 2019
Total AUM$1.1B
Discretionary$987M
Non-Disc.$85.3M
Employees16
Clients0
DateJul 2019
Total AUM$1.1B
Discretionary$987M
Non-Disc.$85.3M
Employees16
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$987M
Non-Disc.$85.3M
Employees16
Clients0
DateSep 2018
Total AUM$1B
Discretionary$971.2M
Non-Disc.$56.8M
Employees16
Clients0
DateMay 2018
Total AUM$1B
Discretionary$971.2M
Non-Disc.$56.8M
Employees16
Clients0
DateApr 2018
Total AUM$1B
Discretionary$971.2M
Non-Disc.$56.8M
Employees16
Clients0
DateMar 2018
Total AUM$1B
Discretionary$971.2M
Non-Disc.$56.8M
Employees16
Clients0
DateJun 2017
Total AUM$923.5M
Discretionary$865.8M
Non-Disc.$57.8M
Employees16
Clients500
DateMay 2017
Total AUM$923.5M
Discretionary$865.8M
Non-Disc.$57.8M
Employees16
Clients500
DateMar 2017
Total AUM$923.5M
Discretionary$865.8M
Non-Disc.$57.8M
Employees16
Clients500
DateSep 2016
Total AUM$787M
Discretionary$743M
Non-Disc.$44.1M
Employees13
Clients500
DateMar 2016
Total AUM$787M
Discretionary$743M
Non-Disc.$44.1M
Employees13
Clients500
DateMar 2015
Total AUM$736.2M
Discretionary$693.3M
Non-Disc.$42.9M
Employees13
Clients400
DateDec 2014
Total AUM$656.7M
Discretionary$629.9M
Non-Disc.$26.8M
Employees11
Clients400
DateMay 2014
Total AUM$656.7M
Discretionary$629.9M
Non-Disc.$26.8M
Employees11
Clients400
DateMar 2014
Total AUM$656.7M
Discretionary$629.9M
Non-Disc.$26.8M
Employees11
Clients400
DateDec 2013
Total AUM$525.8M
Discretionary$525.8M
Non-Disc.$0
Employees12
Clients300
DateNov 2013
Total AUM$525.8M
Discretionary$525.8M
Non-Disc.$0
Employees12
Clients300
DateFeb 2013
Total AUM$525.8M
Discretionary$525.8M
Non-Disc.$0
Employees12
Clients300
DateMar 2012
Total AUM$397.6M
Discretionary$397.6M
Non-Disc.$0
Employees6
Clients200
DateMay 2011
Total AUM$383.7M
Discretionary$383.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$383.7M
Discretionary$383.7M
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$313.5M
Discretionary$313.5M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$270.8M
Discretionary$270.8M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$221.4M
Discretionary$221.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$115.4M
Discretionary$115.4M
Non-Disc.$0
Employees10
Clients--