BETA WEALTH GROUP, INC
CRD #165224 SEC #801-77060 SAN DIEGO, CA 858-207-3377
SEC Registered
Total AUM
$429M
Discretionary
$429M
Employees
4
Clients
0
Accounts
430
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $429M | $429M | $0 | 4 | 0 |
| Mar 2025 | $429M | $429M | $0 | 4 | 0 |
| Mar 2024 | $399M | $399M | $0 | 3 | 0 |
| Oct 2023 | $382.5M | $382.5M | $0 | 3 | 0 |
| Mar 2023 | $362.6M | $362.6M | $0 | 3 | 0 |
| Mar 2022 | $409.9M | $409.9M | $0 | 3 | 0 |
| Mar 2021 | $342.1M | $342.1M | $0 | 5 | 0 |
| Aug 2020 | $307.5M | $307.5M | $0 | 5 | 0 |
| May 2020 | $307.5M | $307.5M | $0 | 5 | 0 |
| Mar 2020 | $307.5M | $307.5M | $0 | 5 | 0 |
| Mar 2019 | $280.2M | $280.2M | $0 | 5 | 0 |
| Mar 2019 | $280.2M | $280.2M | $0 | 5 | 0 |
| Jul 2018 | $240M | $240M | $0 | 4 | 0 |
| Mar 2018 | $240M | $240M | $0 | 4 | 0 |
| Feb 2017 | $207.7M | $207.7M | $0 | 3 | 300 |
| Mar 2016 | $201.4M | $201.4M | $0 | 3 | 300 |
| Mar 2015 | $205M | $205M | $0 | 3 | 300 |
| Dec 2014 | $190M | $190M | $0 | 4 | 225 |
| Nov 2014 | $190M | $190M | $0 | 4 | 225 |
| Oct 2014 | $165M | $165M | $0 | 4 | 225 |
| Mar 2014 | $165M | $165M | $0 | 4 | 225 |
| Jan 2013 | $140M | $140M | $0 | 4 | 270 |
| Nov 2012 | $125M | $125M | $0 | 2 | 0 |
| Sep 2012 | $0 | $0 | $0 | -- | 0 |
| Sep 2012 | $0 | $0 | $0 | -- | 0 |
| Aug 2012 | $0 | $0 | $0 | -- | 0 |
DateJul 2025
Total AUM$429M
Discretionary$429M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$429M
Discretionary$429M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$399M
Discretionary$399M
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$382.5M
Discretionary$382.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$362.6M
Discretionary$362.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$409.9M
Discretionary$409.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$342.1M
Discretionary$342.1M
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$307.5M
Discretionary$307.5M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$307.5M
Discretionary$307.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$307.5M
Discretionary$307.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$280.2M
Discretionary$280.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$280.2M
Discretionary$280.2M
Non-Disc.$0
Employees5
Clients0
DateJul 2018
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees4
Clients0
DateFeb 2017
Total AUM$207.7M
Discretionary$207.7M
Non-Disc.$0
Employees3
Clients300
DateMar 2016
Total AUM$201.4M
Discretionary$201.4M
Non-Disc.$0
Employees3
Clients300
DateMar 2015
Total AUM$205M
Discretionary$205M
Non-Disc.$0
Employees3
Clients300
DateDec 2014
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees4
Clients225
DateNov 2014
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees4
Clients225
DateOct 2014
Total AUM$165M
Discretionary$165M
Non-Disc.$0
Employees4
Clients225
DateMar 2014
Total AUM$165M
Discretionary$165M
Non-Disc.$0
Employees4
Clients225
DateJan 2013
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees4
Clients270
DateNov 2012
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees2
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateAug 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0