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BEAM WEALTH ADVISORS, INC.

COVINGTON, LA · CRD 109867 · IAPD ↗ · beamwealth.com · 985-893-1440

$1.60BRegulatory AUM
27Advisory reps
27Employees
0Clients
251-500Planning clients
0Private funds
35States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — BEAM WEALTH ADVISORS, INC. notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — BEAM WEALTH ADVISORS, INC. added office(s): 29 -> 32 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
80
April 2026 — BEAM WEALTH ADVISORS, INC. grew from 17 to 27 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — BEAM WEALTH ADVISORS, INC. added office(s): 28 -> 29 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2025 — BEAM WEALTH ADVISORS, INC. crossed $1B in regulatory AUM ($577.4M -> $1.31B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
49
July 2024 — BEAM WEALTH ADVISORS, INC. notice-filed in ID, NV, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
July 2024 — BEAM WEALTH ADVISORS, INC. added office(s): 20 -> 30 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2024 — BEAM WEALTH ADVISORS, INC. added office(s): 14 -> 20 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — BEAM WEALTH ADVISORS, INC. crossed $500M in regulatory AUM ($499.2M -> $577.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.