BEAM WEALTH ADVISORS, INC.
CRD #109867 SEC #801-60334 COVINGTON, LA 985-893-1440
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
17
Clients
251
Accounts
5,006
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.3B | $1.3B | $26.3M | 17 | 0 |
| Oct 2025 | $1.3B | $1.3B | $26.3M | 17 | 0 |
| Oct 2025 | $1.3B | $1.3B | $26.3M | 17 | 0 |
| Jun 2025 | $1.3B | $1.3B | $26.3M | 17 | 0 |
| Mar 2025 | $1.3B | $1.3B | $26.3M | 17 | 0 |
| Oct 2024 | $577.4M | $557M | $20.5M | 17 | 250 |
| Sep 2024 | $577.4M | $557M | $20.5M | 17 | 250 |
| Jul 2024 | $577.4M | $557M | $20.5M | 17 | 250 |
| Jun 2024 | $577.4M | $557M | $20.5M | 17 | 250 |
| Mar 2024 | $577.4M | $557M | $20.5M | 17 | 250 |
| Jun 2023 | $499.2M | $480.6M | $18.6M | 18 | 250 |
| Mar 2023 | $499.2M | $480.6M | $18.6M | 18 | 250 |
| Mar 2023 | $499.2M | $480.6M | $18.6M | 18 | 250 |
| Jan 2023 | $505.8M | $505.8M | $0 | 19 | 250 |
| Jan 2023 | $505.8M | $505.8M | $0 | 19 | 250 |
| Jul 2022 | $505.8M | $505.8M | $0 | 19 | 250 |
| Apr 2022 | $505.8M | $505.8M | $0 | 19 | 250 |
| Mar 2022 | $505.8M | $505.8M | $0 | 19 | 250 |
| Jan 2022 | $599.9M | $599.9M | $0 | 18 | 250 |
| Dec 2021 | $599.9M | $599.9M | $0 | 18 | 250 |
| Mar 2021 | $599.9M | $599.9M | $0 | 24 | 250 |
| Feb 2021 | $555.8M | $555.8M | $0 | 25 | 425 |
| Jan 2021 | $555.8M | $555.8M | $0 | 25 | 425 |
| Jan 2021 | $555.8M | $555.8M | $0 | 25 | 425 |
| Dec 2020 | $555.8M | $555.8M | $0 | 25 | 425 |
| Nov 2020 | $555.8M | $555.8M | $0 | 25 | 425 |
| Jul 2020 | $555.8M | $555.8M | $0 | 25 | 425 |
| Jul 2020 | $555.8M | $555.8M | $0 | 25 | 425 |
| Jun 2020 | $555.8M | $555.8M | $0 | 25 | 425 |
| Jun 2020 | $555.8M | $555.8M | $0 | 25 | 425 |
| Mar 2020 | $555.8M | $555.8M | $0 | 25 | 425 |
| Feb 2020 | $444.2M | $444.2M | $0 | 26 | 425 |
| Aug 2019 | $444.2M | $444.2M | $0 | 26 | 425 |
| Jun 2019 | $444.2M | $444.2M | $0 | 26 | 425 |
| Jun 2019 | $444.2M | $444.2M | $0 | 26 | 425 |
| Apr 2019 | $444.2M | $444.2M | $0 | 26 | 425 |
| Mar 2019 | $444.2M | $444.2M | $0 | 26 | 425 |
| Jul 2018 | $466.4M | $0 | $466.4M | 28 | 347 |
| Apr 2018 | $466.4M | $0 | $466.4M | 28 | 347 |
| Mar 2018 | $466.4M | $0 | $466.4M | 28 | 347 |
| Jan 2018 | $373.3M | $373.3M | $0 | 28 | 75 |
| Jun 2017 | $373.3M | $373.3M | $0 | 28 | 1,000 |
| Mar 2017 | $373.3M | $373.3M | $0 | 28 | 1,000 |
| Sep 2016 | $326.8M | $326.8M | $0 | 27 | 1,000 |
| Aug 2016 | $326.8M | $326.8M | $0 | 27 | 1,000 |
| May 2016 | $326.8M | $326.8M | $0 | 27 | 1,000 |
| Mar 2016 | $326.8M | $326.8M | $0 | 27 | 1,000 |
| Feb 2016 | $233.2M | $233.2M | $0 | 30 | 1,300 |
| Nov 2015 | $233.2M | $233.2M | $0 | 30 | 1,300 |
| Sep 2015 | $233.2M | $233.2M | $0 | 30 | 1,300 |
| Jul 2015 | $233.2M | $233.2M | $0 | 30 | 1,300 |
| Mar 2015 | $233.2M | $233.2M | $0 | 30 | 1,300 |
| Mar 2015 | $211.6M | $211.6M | $0 | 24 | 1,300 |
| Mar 2015 | $211.6M | $211.6M | $0 | 24 | 1,300 |
| Mar 2014 | $211.6M | $211.6M | $0 | 24 | 1,300 |
| Oct 2013 | $143.7M | $143.7M | $0 | 4 | 1,100 |
| Jun 2013 | $143.7M | $143.7M | $0 | 4 | 1,100 |
| Mar 2013 | $143.7M | $143.7M | $0 | 4 | 1,100 |
| Mar 2013 | $97.2M | $97.2M | $0 | 3 | 700 |
| Nov 2012 | $97.2M | $97.2M | $0 | 3 | 700 |
| Nov 2012 | $97.2M | $97.2M | $0 | 3 | 700 |
| Jun 2012 | $97.2M | $97.2M | $0 | 1 | 700 |
| May 2012 | $146.2M | $86.8M | $59.4M | 1 | 600 |
| Mar 2012 | $146.2M | $86.8M | $59.4M | 1 | 600 |
| Jun 2011 | $138.3M | $81.3M | $57.1M | 5 | -- |
| Jun 2011 | $138.3M | $81.3M | $57.1M | 5 | -- |
| Mar 2011 | $85.9M | $81.3M | $4.7M | 5 | -- |
| Mar 2010 | $72.5M | $69.9M | $2.6M | 5 | -- |
| Mar 2009 | $41.6M | $39M | $2.6M | 5 | -- |
| Sep 2007 | $54.7M | $51.6M | $3.1M | 10 | -- |
| Mar 2007 | $54.7M | $51.6M | $3.1M | 10 | -- |
| Mar 2006 | $50.4M | $45.9M | $4.5M | 10 | -- |
| Sep 2005 | $43.9M | $43.9M | $0 | -- | -- |
| Jun 2001 | $30M | $30M | $0 | 5 | -- |
| Jun 2001 | $30M | $30M | $0 | 5 | -- |
DateDec 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$26.3M
Employees17
Clients0
DateOct 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$26.3M
Employees17
Clients0
DateOct 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$26.3M
Employees17
Clients0
DateJun 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$26.3M
Employees17
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$26.3M
Employees17
Clients0
DateOct 2024
Total AUM$577.4M
Discretionary$557M
Non-Disc.$20.5M
Employees17
Clients250
DateSep 2024
Total AUM$577.4M
Discretionary$557M
Non-Disc.$20.5M
Employees17
Clients250
DateJul 2024
Total AUM$577.4M
Discretionary$557M
Non-Disc.$20.5M
Employees17
Clients250
DateJun 2024
Total AUM$577.4M
Discretionary$557M
Non-Disc.$20.5M
Employees17
Clients250
DateMar 2024
Total AUM$577.4M
Discretionary$557M
Non-Disc.$20.5M
Employees17
Clients250
DateJun 2023
Total AUM$499.2M
Discretionary$480.6M
Non-Disc.$18.6M
Employees18
Clients250
DateMar 2023
Total AUM$499.2M
Discretionary$480.6M
Non-Disc.$18.6M
Employees18
Clients250
DateMar 2023
Total AUM$499.2M
Discretionary$480.6M
Non-Disc.$18.6M
Employees18
Clients250
DateJan 2023
Total AUM$505.8M
Discretionary$505.8M
Non-Disc.$0
Employees19
Clients250
DateJan 2023
Total AUM$505.8M
Discretionary$505.8M
Non-Disc.$0
Employees19
Clients250
DateJul 2022
Total AUM$505.8M
Discretionary$505.8M
Non-Disc.$0
Employees19
Clients250
DateApr 2022
Total AUM$505.8M
Discretionary$505.8M
Non-Disc.$0
Employees19
Clients250
DateMar 2022
Total AUM$505.8M
Discretionary$505.8M
Non-Disc.$0
Employees19
Clients250
DateJan 2022
Total AUM$599.9M
Discretionary$599.9M
Non-Disc.$0
Employees18
Clients250
DateDec 2021
Total AUM$599.9M
Discretionary$599.9M
Non-Disc.$0
Employees18
Clients250
DateMar 2021
Total AUM$599.9M
Discretionary$599.9M
Non-Disc.$0
Employees24
Clients250
DateFeb 2021
Total AUM$555.8M
Discretionary$555.8M
Non-Disc.$0
Employees25
Clients425
DateJan 2021
Total AUM$555.8M
Discretionary$555.8M
Non-Disc.$0
Employees25
Clients425
DateJan 2021
Total AUM$555.8M
Discretionary$555.8M
Non-Disc.$0
Employees25
Clients425
DateDec 2020
Total AUM$555.8M
Discretionary$555.8M
Non-Disc.$0
Employees25
Clients425
DateNov 2020
Total AUM$555.8M
Discretionary$555.8M
Non-Disc.$0
Employees25
Clients425
DateJul 2020
Total AUM$555.8M
Discretionary$555.8M
Non-Disc.$0
Employees25
Clients425
DateJul 2020
Total AUM$555.8M
Discretionary$555.8M
Non-Disc.$0
Employees25
Clients425
DateJun 2020
Total AUM$555.8M
Discretionary$555.8M
Non-Disc.$0
Employees25
Clients425
DateJun 2020
Total AUM$555.8M
Discretionary$555.8M
Non-Disc.$0
Employees25
Clients425
DateMar 2020
Total AUM$555.8M
Discretionary$555.8M
Non-Disc.$0
Employees25
Clients425
DateFeb 2020
Total AUM$444.2M
Discretionary$444.2M
Non-Disc.$0
Employees26
Clients425
DateAug 2019
Total AUM$444.2M
Discretionary$444.2M
Non-Disc.$0
Employees26
Clients425
DateJun 2019
Total AUM$444.2M
Discretionary$444.2M
Non-Disc.$0
Employees26
Clients425
DateJun 2019
Total AUM$444.2M
Discretionary$444.2M
Non-Disc.$0
Employees26
Clients425
DateApr 2019
Total AUM$444.2M
Discretionary$444.2M
Non-Disc.$0
Employees26
Clients425
DateMar 2019
Total AUM$444.2M
Discretionary$444.2M
Non-Disc.$0
Employees26
Clients425
DateJul 2018
Total AUM$466.4M
Discretionary$0
Non-Disc.$466.4M
Employees28
Clients347
DateApr 2018
Total AUM$466.4M
Discretionary$0
Non-Disc.$466.4M
Employees28
Clients347
DateMar 2018
Total AUM$466.4M
Discretionary$0
Non-Disc.$466.4M
Employees28
Clients347
DateJan 2018
Total AUM$373.3M
Discretionary$373.3M
Non-Disc.$0
Employees28
Clients75
DateJun 2017
Total AUM$373.3M
Discretionary$373.3M
Non-Disc.$0
Employees28
Clients1,000
DateMar 2017
Total AUM$373.3M
Discretionary$373.3M
Non-Disc.$0
Employees28
Clients1,000
DateSep 2016
Total AUM$326.8M
Discretionary$326.8M
Non-Disc.$0
Employees27
Clients1,000
DateAug 2016
Total AUM$326.8M
Discretionary$326.8M
Non-Disc.$0
Employees27
Clients1,000
DateMay 2016
Total AUM$326.8M
Discretionary$326.8M
Non-Disc.$0
Employees27
Clients1,000
DateMar 2016
Total AUM$326.8M
Discretionary$326.8M
Non-Disc.$0
Employees27
Clients1,000
DateFeb 2016
Total AUM$233.2M
Discretionary$233.2M
Non-Disc.$0
Employees30
Clients1,300
DateNov 2015
Total AUM$233.2M
Discretionary$233.2M
Non-Disc.$0
Employees30
Clients1,300
DateSep 2015
Total AUM$233.2M
Discretionary$233.2M
Non-Disc.$0
Employees30
Clients1,300
DateJul 2015
Total AUM$233.2M
Discretionary$233.2M
Non-Disc.$0
Employees30
Clients1,300
DateMar 2015
Total AUM$233.2M
Discretionary$233.2M
Non-Disc.$0
Employees30
Clients1,300
DateMar 2015
Total AUM$211.6M
Discretionary$211.6M
Non-Disc.$0
Employees24
Clients1,300
DateMar 2015
Total AUM$211.6M
Discretionary$211.6M
Non-Disc.$0
Employees24
Clients1,300
DateMar 2014
Total AUM$211.6M
Discretionary$211.6M
Non-Disc.$0
Employees24
Clients1,300
DateOct 2013
Total AUM$143.7M
Discretionary$143.7M
Non-Disc.$0
Employees4
Clients1,100
DateJun 2013
Total AUM$143.7M
Discretionary$143.7M
Non-Disc.$0
Employees4
Clients1,100
DateMar 2013
Total AUM$143.7M
Discretionary$143.7M
Non-Disc.$0
Employees4
Clients1,100
DateMar 2013
Total AUM$97.2M
Discretionary$97.2M
Non-Disc.$0
Employees3
Clients700
DateNov 2012
Total AUM$97.2M
Discretionary$97.2M
Non-Disc.$0
Employees3
Clients700
DateNov 2012
Total AUM$97.2M
Discretionary$97.2M
Non-Disc.$0
Employees3
Clients700
DateJun 2012
Total AUM$97.2M
Discretionary$97.2M
Non-Disc.$0
Employees1
Clients700
DateMay 2012
Total AUM$146.2M
Discretionary$86.8M
Non-Disc.$59.4M
Employees1
Clients600
DateMar 2012
Total AUM$146.2M
Discretionary$86.8M
Non-Disc.$59.4M
Employees1
Clients600
DateJun 2011
Total AUM$138.3M
Discretionary$81.3M
Non-Disc.$57.1M
Employees5
Clients--
DateJun 2011
Total AUM$138.3M
Discretionary$81.3M
Non-Disc.$57.1M
Employees5
Clients--
DateMar 2011
Total AUM$85.9M
Discretionary$81.3M
Non-Disc.$4.7M
Employees5
Clients--
DateMar 2010
Total AUM$72.5M
Discretionary$69.9M
Non-Disc.$2.6M
Employees5
Clients--
DateMar 2009
Total AUM$41.6M
Discretionary$39M
Non-Disc.$2.6M
Employees5
Clients--
DateSep 2007
Total AUM$54.7M
Discretionary$51.6M
Non-Disc.$3.1M
Employees10
Clients--
DateMar 2007
Total AUM$54.7M
Discretionary$51.6M
Non-Disc.$3.1M
Employees10
Clients--
DateMar 2006
Total AUM$50.4M
Discretionary$45.9M
Non-Disc.$4.5M
Employees10
Clients--
DateSep 2005
Total AUM$43.9M
Discretionary$43.9M
Non-Disc.$0
Employees--
Clients--
DateJun 2001
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--
DateJun 2001
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--