B&L Wealth Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$14,757,103
Clients
11
Advisors
2
of 2 employees
About
B&L Wealth Group provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and business entities, and also offers standalone financial planning engagements. The firm additionally provides sub‑advised customized portfolio management to unaffiliated registered investment advisers and maintains a notable non‑U.S. client segment.
The firm structures client programs around an investment policy statement and may allocate assets among mutual funds, ETFs, individual equities and debt, options, structured products, and select Independent Managers. It offers a proprietary Flagship Strategy available to qualified clients on a performance‑based arrangement with a high‑water mark; that strategy can employ derivatives, margin and concentrated positions and is excluded from sub‑advised services.
What distinguishes this firm from many peers is the combination of a performance‑based flagship offering that requires margin custody and an explicitly disclosed significant non‑U.S. client base. The firm has also expanded into sub‑advisory arrangements for Participating Advisers and discloses referral activity for insurance planning, together with procedures intended to mitigate the resulting conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
One-time fixed fee for international relationships or accounts between $2,000 and $10,000; fixed fee arrangements may also be arranged for financial planning
$0 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 0.85% $5,000,000 - $8,000,000: 0.75% $8,000,000 - $10,000,000: 0.65% $10,000,000 - $15,000,000: 0.55% $15,000,000 - $20,000,000: 0.50% $20,000,000 - $25,000,000: 0.45% $25,000,000+: 0.40%
$250 per hour for standalone financial planning services
Flagship Strategy performance fees: 20% of quarterly net gains with a high-water mark; plus a 0.20% quarterly asset-based management fee
Account minimum: $1,000,000 Fee-only: $250 per hour for standalone financial planning services; fixed fee arrangements may also be arranged
Main office
1765 Greensboro Station Pl., Tower 1, Ste. 900
McLean VA 22102
Advisors at this office
2
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Laura B
Series 63, Series 65, Series 66
McLean, VA
B&L Wealth Group, LLC
Laura Beldin is a financial advisor at B&L Wealth Group, LLC with 13 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and previously worked at Merrill and Bank of America. In addition to her advisory work, she is active as an insurance agent. B&L Wealth Group provides financial planning, consulting, and discretionary investment management services to individuals, trusts, estates, and business entities, including sub-advised customized portfolio management for unaffiliated advisers and a notable non-U.S. client segment. The firm’s offerings include a proprietary Flagship Strategy with a performance-based arrangement that utilizes derivatives, margin, and concentrated positions.
Jayden L
CFP®, Series 66
McLean, VA
B&L Wealth Group, LLC
Jayden Liu is a financial advisor at B&L Wealth Group, LLC, holding CFP® and Series 66 credentials with two years of industry experience. Prior to joining B&L Wealth Group in 2024, he worked at Bank of America for nine years and was self-employed for eight years. B&L Wealth Group provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and business entities. The firm also offers sub-advised portfolio management to other registered investment advisers and serves a notable non-U.S. client segment.
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