Beam Wealth Advisors, Inc.
- Regulatory AUM
- $1.6B
- Discretionary
- $1.6B
- Clients
- 2,258
- Avg AUM / client
- $709K
- Accounts
- 5,324
- Employees
- 27
AUM over time
Annual snapshots from Form ADV filings · as of Jul 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,762 | $490M | 30.6% |
| High net worth individuals | 445 | $890M | 55.6% |
| Pension and profit sharing plans | 40 | $202M | 12.6% |
| Charitable organizations | 1 | $242K | 0.02% |
| Corporations and other businesses | 10 | $18.4M | 1.15% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Goodworks, Inc. Federal Contract Retirement Plan Goodworks, Inc | 2024 |
People (25)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Amy Lynn Betts | Chief Compliance Officer | Mar 2015 (11y) | Less than 5% | |
| Baburhan Gucer | Chief Financial Officer | CFP Chartered Financial Consultant | Dec 2021 (5y) | 50% – 75% |
| Jaime Andres Benedetti | Chief Executive Officer | CFP | Dec 2021 (5y) | 50% – 75% |
| William Joseph Romeo | Registered representative | Feb 2003 (23y) | ||
| Andrew Keith Hoffman | Registered representative | CFP | Oct 2007 (19y) | |
| Joseph Michael Osullivan | Registered representative | Jan 2009 (18y) | ||
| Jason David Sanchez | Registered representative | Aug 2009 (17y) | ||
| Jason Dewayne Spears | Registered representative | Jun 2013 (13y) | ||
| Cameron L Ray | Registered representative | Personal Financial Specialist | Nov 2013 (13y) | |
| Philip Allen Rogers | Registered representative | Apr 2015 (11y) | ||
| Joseph Andrew Davis | Registered representative | Nov 2015 (11y) | ||
| David Henry Bernard | Registered representative | CFP | Jan 2018 (9y) | |
| Frank Congemi | Registered representative | May 2018 (8y) | ||
| Aaron Wayne Schuler | Registered representative | Apr 2019 (7y) | ||
| Garrett Paul Leroux | Registered representative | CFP | Feb 2022 (4y) | |
| Bryant Thomas Swann | Registered representative | CFP Personal Financial Specialist | Jun 2022 (4y) | |
| Jeffrey Charles Cone | Registered representative | CFA | Apr 2023 (3y) | |
| Cheryl Lois Scout | Registered representative | Mar 2024 (2y) | ||
| Christopher A Cristallo | Registered representative | CFP | Mar 2024 (2y) | |
| Heather J Gardner | Registered representative | CFP | Mar 2024 (2y) | |
| Russell Clarke | Registered representative | CFP | May 2024 (2y) | |
| Erik Tomas Anhaus | Registered representative | May 2024 (2y) | ||
| Adam Michael Howard | Registered representative | CFP | Jun 2024 (2y) | |
| John Edward Jarvise | Registered representative | Mar 2025 (1y) | ||
| Gabrielle Elizabeth Kong | Registered representative | Apr 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Goodworks, Inc. Federal Contract Retirement Plan | Goodworks, Inc | 81 | $2.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (2 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 1.3 MB | View · PDF · Source ↗ |
| Form ADV (full filing) | 04/29/2026 | 1.35 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Market timing services
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $692M (43% of AUM) Jul 2026
- Raymond James $513M (32% of AUM) Jul 2026
- Charles Schwab & Co. $202M (13% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 27, 2026.
View current Form ADV (SEC/IAPD) ↗