RB
Robert J. Beck
WEALTH MANAGEMENT CPAS
Salt Lake City, UT 84107
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CRD#: 6224944
RB
Professional summary
Robert John Beck, who also goes by Robert Beck, is a registered financial advisor currently at WEALTH MANAGEMENT CPAS, LLC located in Salt Lake City, Utah.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Robert has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert Beck
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Wealth Management Insurance Solutions; Insurance Agent; 01/2020; LIFE INSURANCE AND ANNUITY SALES; AGENT; DURING TRADING HOURS;200 HRS PER MONTH NON-VARIABLE INSURANCE SALES (FIXED LIFE) 2. Wealth Management Tax Solutions; Managing Partner; 09/2010 owner, tax planning and prep less than 10% of income and 20 hrs per month. 3. BKBC, LLC; Managing Partner; Started 08/2024; Not investment related; Approximately 10 hours are spent per month; Approximately 2 hours per month are spent during securities trading hours. 4. Wealth Management Health Solutions; Insurance Agent; 01/2020; HEALTH INSURANCE SALES; AGENT; DURING TRADING HOURS;1 HRS PER MONTH HEALTH INSURANCE SALES
CRS (Client Relationship Summary) - RIA
Click below to view Robert John Beck's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 21, 2020 - Present
WEALTH MANAGEMENT CPAS, LLC
Office #1: 5296 Commerce Drive Suite 101, Salt Lake City, UT 84107RIA
CRD#: 310096
Salt Lake City, UT
Past
March 5, 2018 - April 12, 2021
TOWNSQUARE CAPITAL, LLC
RIA
CRD#: 288576
Murray, UT
Past
July 25, 2013 - March 28, 2018
ALLEGIS INVESTMENT ADVISORS, LLC
RIA
CRD#: 157314
BOUNTIFUL, UT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WM
WEALTH MANAGEMENT CPAS, LLC
WEALTH MANAGEMENT CPAS | WEALTH MANAGEMENT LLC | WEALTH MANAGEMENT CPAS, LLC
CRD#: 310096 / SEC#: 801-123458
RIA
Registered Investment Advisory firm - (3/17/2022 Approved)Texas
Registered Investment Advisory firm - (3/21/2022 Terminated)Utah
Registered Investment Advisory firm - (3/21/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(6/9/2021)
IAR
Utah(9/21/2020)
Current Firm
WM
WEALTH MANAGEMENT CPAS, LLC
WEALTH MANAGEMENT CPAS | WEALTH MANAGEMENT LLC | WEALTH MANAGEMENT CPAS, LLC
CRD#: 310096 / SEC#: 801-123458
RIA
Registered Investment Advisory firm - (3/17/2022 Approved)Texas
Registered Investment Advisory firm - (3/21/2022 Terminated)Utah
Registered Investment Advisory firm - (3/21/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5296 Commerce Drive Suite 101, Salt Lake City, UT 84107
Mailing Address
Phone number
(801) 272-4357
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 893 |
| AUM (Assets Under Management) | $ 270,877,513 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
