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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 15, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BROWN, ROMY, MICHELE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| BROWN, ROMY, MICHELE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| BROWN, ROMY, MICHELE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| BROWN, ROMY, MICHELE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| BROWN, ROMY, MICHELE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| BROWN, ROMY, MICHELE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER/MANAGING PARTNER | NA | Control |
| BROWN, ROMY, MICHELE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER/MANAGING PARTNER | NA | Control |
| BROWN, ROMY, MICHELE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER/MANAGING PARTNER | NA | Control |
| BROWN, ROMY, MICHELE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER/MANAGING PARTNER | NA | Control |
| BROWN, ROMY, MICHELE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER/MANAGING PARTNER | NA | Control |
| BROWN, ROMY, MICHELE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER/MANAGING PARTNER | NA | Control |
| BROWN, ROMY, MICHELE | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER/MANAGING PARTNER | NA | Control |
| VLECK, JODI, TRABBIC | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| VLECK, JODI, TRABBIC | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| VLECK, JODI, TRABBIC | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| VLECK, JODI, TRABBIC | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| VLECK, JODI, TRABBIC | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| VLECK, JODI, TRABBIC | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| VLECK, JODI, TRABBIC | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| VLECK, JODI, TRABBIC | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| VLECK, JODI, TRABBIC | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| VLECK, JODI, TRABBIC | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| VLECK, JODI, TRABBIC | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| VLECK, JODI, TRABBIC | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| VLECK, JODI, TRABBIC | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| VLECK, JODI, TRABBIC | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| VLECK, JODI, TRABBIC | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| VLECK, JODI, TRABBIC | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| VLECK, JODI, TRABBIC | I | PRESIDENT | E | Control |
| VLECK, JODI, TRABBIC | I | PRESIDENT | E | Control |
| VLECK, JODI, TRABBIC | I | PRESIDENT | E | Control |
| VLECK, JODI, TRABBIC | I | PRESIDENT | E | Control |
| VLECK, JODI, TRABBIC | I | PRESIDENT | E | Control |
| VLECK, JODI, TRABBIC | I | PRESIDENT | E | Control |
| VLECK, JODI, TRABBIC | I | PRESIDENT | E | Control |
| VLECK, JODI, TRABBIC | I | PRESIDENT | E | Control |
| VLECK, JODI, TRABBIC | I | PRESIDENT | E | Control |
| VLECK, JODI, TRABBIC | I | PRESIDENT | E | Control |
| VLECK, JODI, TRABBIC | I | PRESIDENT | E | Control |
| VLECK, JODI, TRABBIC | I | PRESIDENT | E | Control |
| VLECK, MICHAEL, EDWARD | I | OWNER | B | |
| VLECK, MICHAEL, EDWARD | I | OWNER | B | |
| VLECK, MICHAEL, EDWARD | I | OWNER | B | |
| VLECK, MICHAEL, EDWARD | I | OWNER | B | |
| VLECK, MICHAEL, EDWARD | I | OWNER | B | |
| VLECK, MICHAEL, EDWARD | I | OWNER | B | |
| VLECK, MICHAEL, EDWARD | I | OWNER | B | |
| VLECK, MICHAEL, EDWARD | I | OWNER | B | |
| VLECK, MICHAEL, EDWARD | I | OWNER | B | |
| VLECK, MICHAEL, EDWARD | I | OWNER | B | |
| VLECK, MICHAEL, EDWARD | I | OWNER | B | |
| VLECK, MICHAEL, EDWARD | I | OWNER | B | |
| VLECK, MICHAEL, EDWARD | I | OWNER | B | |
| VLECK, MICHAEL, EDWARD | I | OWNER | B | |
| VLECK, MICHAEL, EDWARD | I | OWNER | B | |
| VLECK, MICHAEL, EDWARD | I | OWNER | B | |
| VLECK, MICHAEL, EDWARD | I | OWNER | B | |
| VLECK, MICHAEL, EDWARD | I | OWNER | B | |
| VLECK, MICHAEL, EDWARD | I | OWNER | B | |
| VLECK, MICHAEL, EDWARD | I | OWNER | B | |
| VLECK, MICHAEL, EDWARD | I | OWNER | B |
Registrations
Federal
IA
Jul 15, 2025 REGISTERED
Notice Filings (8)
AZ CA MA MI OR TX UT WA
Address
11421 W. BERNARDO COURTSAN DIEGO, CA 92127
United States
Phone: 858-207-3377