West Haven, UT Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Beam Wealth Advisors, Inc.
Team
Firm-wide stats for Beam Wealth Advisors, Inc.
About
BEAM Wealth Advisors, Inc. is a multi‑team registered investment adviser with 27 advisors managing roughly $1.6 billion in client assets for individuals (including high‑net‑worth clients), businesses, trusts, estates and retirement plans. The firm provides wealth management, financial planning, portfolio management and ERISA/plan sponsor consulting, and its principals operate affiliated tax, CPA and insurance entities that offer separate, optional engagements to clients.
The firm emphasizes asset allocation, diversification and portfolio construction grounded in Modern and Post‑Modern Portfolio Theory and behavioral finance, with accounts managed on discretionary or non‑discretionary bases and services tailored to client objectives. Portfolios may include individual equities, bonds, mutual funds, ETFs and alternative investments (managed futures, non‑traded REITs, private equity) and BEAM discloses that some advisers may employ tactical techniques such as market timing, sector rotation or concentrated positions where appropriate.
Compared with many multi‑team peers, BEAM’s formal affiliations with tax/CPA services and an insurance agency — each offered under separate engagement terms — creates an integrated set of capabilities for clients who choose those services. The firm also discloses internal synthetic‑equity incentive arrangements for principals and explicitly notes use of held‑away account advisory services and certain tactical strategies, matters it says are managed through supervision and client disclosure.
Based on Beam Wealth Advisors, Inc.
Expertise
Based on Beam Wealth Advisors, Inc.
Location
4640 South 3500 West, Suite 2
West Haven UT 84401
Advisors at this office
2
Advisors at this office
Joseph D
Series 66
West Haven, UT
Beam Wealth Advisors, Inc.
Joseph Davis is a financial advisor at Beam Wealth Advisors, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments and Securities America Inc. Outside of his advisory role, he owns and operates a social media business focused on hunting, family, and fitness topics. Beam Wealth Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charities, and businesses. The firm offers comprehensive financial planning and investment management, utilizing asset allocation and diversification strategies guided by Modern/Post-Modern Portfolio Theory and supported by licensed software and independent manager selection.
Aaron S
Series 63, Series 66
West Haven, UT
Beam Wealth Advisors, Inc.
Aaron Schuler Jr. is a financial advisor with BEAM Wealth Advisors, Inc. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Securities America, and Guardian Life Insurance. Outside of investment advisory work, he is involved in tax preparation and financial consulting related to divorce settlements through Davis Schuler & Associates, LLC, and creates content for a YouTube channel. BEAM Wealth Advisors is a multi-team registered investment adviser managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans, and employs asset allocation and diversification strategies based on Modern and Post-Modern Portfolio Theory and behavioral finance. BEAM offers integrated financial services including wealth management, portfolio management, and affiliated tax and insurance services under separate engagements.
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