# Bee Financial Partners Wealth, LLC

> Bee Financial Partners Wealth, LLC is a state-registered investment advisory firm in Houston, TX, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 21, 2026.

- CRD: 332761
- Filed as: BEE FINANCIAL PARTNERS WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: August 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332761
- AdvisorCensus page: https://advisorcensus.com/firm/bee-financial-partners-wealth-llc-houston-tx-332761

## Quick answers

**How is Bee Financial Partners Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bee Financial Partners Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Bee Financial Partners Wealth, LLC located?**
Bee Financial Partners Wealth, LLC's principal office is in Houston, TX, according to its Form ADV.

**Is Bee Financial Partners Wealth, LLC registered with the SEC or a state?**
Bee Financial Partners Wealth, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332761.

**How much does Bee Financial Partners Wealth, LLC manage?**
Bee Financial Partners Wealth, LLC reports $5,072,277 in regulatory assets under management in its Form ADV filing dated August 21, 2026 (100% discretionary).

**What types of clients does Bee Financial Partners Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (24).

**Does Bee Financial Partners Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332761

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $5,072,277
- Discretionary: $5,072,277
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $5,072,277 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- beefinancialpartners.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bee Financial Partners Wealth, LLC (CRD 332761): Form ADV filing data as of October 2026.