Investment adviser · CRD 307546
BR WEALTH MANAGEMENT
Investment adviser filing (IA)
BETO FINANCIAL GROUP, LLC
BOISE, ID, United States · Form ADV filed Apr 28, 2026
- Regulatory AUM
- $329M Form ADV · Item 5.F
- Client accounts
- 874 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 91 | $241,316,129 | 73.4% |
| Individuals | 237 | $78,123,765 | 23.8% |
| Corporations & businesses | 12 | $4,761,448 | 1.4% |
| Retirement plans | Fewer than 5 | $2,510,814 | 0.8% |
| Charities | Fewer than 5 | $2,102,558 | 0.6% |
Filing source
Form ADV 2100094 · Apr 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
380 E. PARKCENTER BLVD., SUITE 205BOISE, ID, 83706, United States
CRD 307546
Filing source
Form ADV 2100094 · Apr 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.