What departments does Beta Wealth Group have?

Beta Wealth Group has employees across 2 departments including Consultant, Finance.

What is the largest department at Beta Wealth Group?

The largest department at Beta Wealth Group is Consultant with 1 employees.

Where are Beta Wealth Group employees located globally?

Beta Wealth Group has employees across 1 continents and 1 countries including United States Of America.

How has Beta Wealth Group's team size changed over time?

Beta Wealth Group's team has decreased from approximately 4 to 3 employees based on available data.

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Beta Wealth Group Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Beta Wealth Group is a financial services firm based in San Diego, California. It provides wealth management and long-term financial planning guidance, helping clients prepare for future challenges and opportunities through careful, strategic decision-making. The firm treats wealth management as a disciplined practice grounded in established principles and meticulous attention to detail.

In 2019, Beta Wealth Group announced the launch of Beta Asset Management, expanding its service offerings. The operation is a small team based in San Diego.

Beta Wealth Group Global Highlights

North America
11

United States Of America
11

Beta Wealth Group's Leadership

J. V.
Ceo/Wealth Manager
Mobile Phone
Email
B. B.
Director Of Client Services
Mobile Phone
Email
D. L.
Wealth Manager
Mobile Phone
Email
G. A.
Wealth Manager
Mobile Phone
Email
B. K.
Senior Financial Consultant
Mobile Phone
Email
B. L.
Investment Advisor Representative
Mobile Phone
Email
C. G. A.
Mobile Phone
Email

Beta Wealth Group Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Beta Wealth Group

Name

Title

Contact

Location

Last Update

J. V.
Ceo/Wealth Manager
Mobile Phone
Email
United StatesUtah
Jun 08, 2026
B. B.
Director Of Client Services
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
D. L.
Wealth Manager
Mobile Phone
Email
United StatesUtah
Sep 11, 2024
G. A.
Wealth Manager
Mobile Phone
Email
UNITED STATES
Oct 16, 2024
B. K.
Senior Financial Consultant
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
B. L.
Investment Advisor Representative
Mobile Phone
Email
United StatesUtah
Jun 27, 2026
C. G. A.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Beta Wealth Group known for?

Beta Wealth Group was founded in 2009 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-858-207-****

. Explore Beta Wealth Group's company overview page for more information.

What is Beta Wealth Group's most common email format?

Beta Wealth Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Beta Wealth Group email formats with LeadIQ.

How many employees does Beta Wealth Group have currently?

Beta Wealth Group has approximately 4 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Beta Wealth Group's key employees and leadership?

As of August 2026, Beta Wealth Group's key employees include:

Ceo/Wealth Manager: J. V.
Director Of Client Services: B. B.
Wealth Manager: D. L.
Wealth Manager: G. A.
Senior Financial Consultant: B. K.

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Beta Wealth Group Employee Directory

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