Wealth Management Cpas, Llc
- Regulatory AUM
- $329M
- Discretionary
- $329M
- Clients
- 396
- Avg AUM / client
- $831K
- Accounts
- 1,002
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 336 | $157M | 47.6% |
| High net worth individuals | 59 | $172M | 52.4% |
| Charitable organizations | 1 | $102K | 0.03% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert John Beck | Managing Member/Chief Compliance Officer | Aug 2014 (12y) | 75% or more | |
| Tamra Lee Williams | Registered representative | May 2022 (4y) | ||
| Gregory Paul Hawkins | Registered representative | Jun 2023 (3y) | ||
| John Paul Hawkins | Registered representative | Jun 2023 (3y) | ||
| Kyle Moriyama | Registered representative | Sep 2023 (3y) | ||
| Preston A Lee | Registered representative | Feb 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 1.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $329M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗