BETO FINANCIAL GROUP, LLC
Legal name: BR WEALTH MANAGEMENT
CRD #307546 SEC #801-118952 BOISE, ID 208-258-2540
SEC Registered
Total AUM
$284.2M
Discretionary
$260.3M
Employees
5
Clients
0
Accounts
799
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $284.2M | $260.3M | $23.8M | 5 | 0 |
| Mar 2025 | $259M | $217.1M | $41.9M | 5 | 7 |
| Mar 2024 | $259M | $217.1M | $41.9M | 5 | 7 |
| Mar 2023 | $197.1M | $151.3M | $45.8M | 6 | 3 |
| Nov 2022 | $234.2M | $161.1M | $73.1M | 6 | 0 |
| Mar 2022 | $234.2M | $161.1M | $73.1M | 6 | 0 |
| Oct 2021 | $209.4M | $130.8M | $78.6M | 6 | 0 |
| Aug 2021 | $209.4M | $130.8M | $78.6M | 6 | 0 |
| Apr 2021 | $209.4M | $130.8M | $78.6M | 6 | 0 |
| Mar 2021 | $209.4M | $130.8M | $78.6M | 6 | 0 |
| Oct 2020 | $207.9M | $113.8M | $94.1M | 6 | 0 |
| Oct 2020 | $0 | $0 | $0 | 6 | 0 |
| Aug 2020 | $0 | $0 | $0 | 6 | 0 |
| Jun 2020 | $0 | $0 | $0 | 6 | 0 |
| May 2020 | $0 | $0 | $0 | 6 | 0 |
DateMar 2025
Total AUM$284.2M
Discretionary$260.3M
Non-Disc.$23.8M
Employees5
Clients0
DateMar 2025
Total AUM$259M
Discretionary$217.1M
Non-Disc.$41.9M
Employees5
Clients7
DateMar 2024
Total AUM$259M
Discretionary$217.1M
Non-Disc.$41.9M
Employees5
Clients7
DateMar 2023
Total AUM$197.1M
Discretionary$151.3M
Non-Disc.$45.8M
Employees6
Clients3
DateNov 2022
Total AUM$234.2M
Discretionary$161.1M
Non-Disc.$73.1M
Employees6
Clients0
DateMar 2022
Total AUM$234.2M
Discretionary$161.1M
Non-Disc.$73.1M
Employees6
Clients0
DateOct 2021
Total AUM$209.4M
Discretionary$130.8M
Non-Disc.$78.6M
Employees6
Clients0
DateAug 2021
Total AUM$209.4M
Discretionary$130.8M
Non-Disc.$78.6M
Employees6
Clients0
DateApr 2021
Total AUM$209.4M
Discretionary$130.8M
Non-Disc.$78.6M
Employees6
Clients0
DateMar 2021
Total AUM$209.4M
Discretionary$130.8M
Non-Disc.$78.6M
Employees6
Clients0
DateOct 2020
Total AUM$207.9M
Discretionary$113.8M
Non-Disc.$94.1M
Employees6
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0