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BETA WEALTH GROUP, INC

SAN DIEGO, CA · CRD 165224 · IAPD ↗ · 858-207-3377

$460.3MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
6States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
July 2026 — BETA WEALTH GROUP, INC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
August 2025 — BETA WEALTH GROUP, INC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — BETA WEALTH GROUP, INC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

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