BETA Wealth Group Inc
Legal Name: BETA WEALTH GROUP, INC
Full Contact Details
BETA Wealth Group Inc
11421 W. BERNARDO COURT, SAN DIEGO, CA
858-207-3377
858-207-3370
Other Info
BETA Wealth Group, Inc. is a California-based corporation that has been approved by the U.S. Securities and Exchange Commission. With five employees, all in advisory roles, they offer financial guidance to an unknown number of clients. The firm's SEC status was last reported on August 24, 2012.
Expert Financial Planning and Wealth Management | Beta Wealth Group
Beta Wealth Group is a boutique Wealth Management and Financial Planning firm based in San Diego, California and Park City, Utah. Jodi Vleck has been named a top wealth manager in California and her team has decades of experience. We have recently expanded to provide financial services in Park City,…
Direct Owners
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JODI TRABBIC VLECK
PRESIDENT owns 75% or more
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MICHAEL EDWARD VLECK
OWNER owns more than 10% but less than 25%
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ROMY MICHELE BROWN
CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER owns less than 5%