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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Idaho
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RANDOLPH, BRIAN, ERIC | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| RANDOLPH, BRIAN, ERIC | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| RANDOLPH, BRIAN, ERIC | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| RANDOLPH, BRIAN, ERIC | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| RANDOLPH, BRIAN, ERIC | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| RANDOLPH, BRIAN, ERIC | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| RANDOLPH, BRIAN, ERIC | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| RANDOLPH, BRIAN, ERIC | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| RANDOLPH, BRIAN, ERIC | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| RANDOLPH, BRIAN, ERIC | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| RANDOLPH, BRIAN, ERIC | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| RANDOLPH, BRIAN, ERIC | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| RANDOLPH, BRIAN, ERIC | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| RANDOLPH, BRIAN, ERIC | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| RANDOLPH, BRIAN, ERIC | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| BETO, JERRY, LEONARD | I | PRINCIPAL | B | Control |
| BETO, JERRY, LEONARD | I | PRINCIPAL | B | Control |
| BETO, JERRY, LEONARD | I | PRINCIPAL | B | Control |
| BETO, JERRY, LEONARD | I | PRINCIPAL | B | Control |
| BETO, JERRY, LEONARD | I | PRINCIPAL | B | Control |
| BETO, JERRY, LEONARD | I | PRINCIPAL | B | Control |
| BETO, JERRY, LEONARD | I | PRINCIPAL | B | Control |
| BETO, JERRY, LEONARD | I | PRINCIPAL | B | Control |
| BETO, JERRY, LEONARD | I | PRINCIPAL | B | Control |
| BETO, JERRY, LEONARD | I | PRINCIPAL | B | Control |
| BETO, JERRY, LEONARD | I | PRINCIPAL | B | Control |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (9)
AZ CA ID LA MT NV OR TX WA
Address
380 E. PARKCENTER BLVD.SUITE 205
BOISE, ID 83706
United States
Phone: 208-258-2540