Investment adviser representative · Beta Wealth Group, Inc.
Braxton J. Leicht
CRD 7857518 · Park City, UT
At a glance
Braxton J. Leicht is an investment adviser representative with Beta Wealth Group, Inc. in Park City, UT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Braxton’s SEC record dates to 2024, about 2 years ago.
Current advisory firm
- Beta Wealth Group, Inc.Since January 2024Park City, UT · $460M in regulatory assets
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Braxton’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.