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BEAUMONT ASSET MANAGEMENT, LLC

BEAUMONT, TX · CRD 150407 · IAPD ↗ · beaumontasset.com · 409-899-9569

$365.2MRegulatory AUM
3Advisory reps
4Employees
1Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — BEAUMONT ASSET MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
April 2025 — BEAUMONT ASSET MANAGEMENT, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
78
April 2025 — BEAUMONT ASSET MANAGEMENT, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
53
July 2024 — BEAUMONT ASSET MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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