# BR Wealth Management

> BR Wealth Management is an SEC-registered investment advisory firm in Boise, ID, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 28, 2026.

- CRD: 307546
- Filed as: BR WEALTH MANAGEMENT
- Legal name: Beto Financial Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boise, ID
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307546
- AdvisorCensus page: https://advisorcensus.com/firm/br-wealth-management-boise-id-307546

## Quick answers

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

**What does BR Wealth Management's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is BR Wealth Management located?**
BR Wealth Management's principal office is in Boise, ID, according to its Form ADV.

**Is BR Wealth Management registered with the SEC or a state?**
BR Wealth Management is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307546.

**How much does BR Wealth Management manage?**
BR Wealth Management reports $328,814,714 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (95% discretionary).

**How have BR Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for BR Wealth Management: Regulatory assets under management: $209,428,361 in the October 2021 data and $328,814,714 in the October 2026 data, up 57%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does BR Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (237); high net worth individuals (91); corporations or other businesses not listed above (12).

**Which custodians does BR Wealth Management use?**
BR Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does BR Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307546

**Does BR Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "BRWM does not require a minimum account size to engage services."

**What changed in BR Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 5. Regulatory assets under management went from $284,189,070 to $328,814,714 (+16%). Registered or notice-filed in MI.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states)

> Our Firm offers investment management services for an annual fee based on the amount of assets under management. Our maximum annual fee is 1.25%.

- Account minimum: None

> BRWM does not require a minimum account size to engage services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $328,814,714
- Discretionary: $311,078,878
- Non-discretionary: $17,735,836

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 237 | $78,123,765 |
| High net worth individuals | 91 | $241,316,129 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $2,510,814 |
| Charitable organizations | 4 | $2,102,558 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 12 | $4,761,448 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, ID, LA, MI, MT, NV, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- brwealthmgmt.com
- LinkedIn @br-wealth-management
- X @brwealthmgmt

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $209,428,361 | 6 | August 9, 2021 |
| October 2022 | $234,247,863 | 6 | March 22, 2022 |
| October 2023 | $197,095,657 | 6 | March 9, 2023 |
| October 2024 | $259,017,418 | 5 | March 25, 2024 |
| October 2025 | $284,189,070 | 5 | March 18, 2025 |
| October 2026 | $328,814,714 | 7 | April 28, 2026 |

Regulatory assets under management: $209,428,361 in the October 2021 data and $328,814,714 in the October 2026 data, up 57%.
Total employees: 6 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 5.
- Regulatory assets under management went from $284,189,070 to $328,814,714 (+16%).
- Registered or notice-filed in MI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BR Wealth Management (CRD 307546): Form ADV filing data as of October 2026.