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BEE FINANCIAL PARTNERS WEALTH, LLC
CRD 332761
9950 CYPRESSWOOD DRIVE, #200, HOUSTON, TX, 77070, United States
Phone
832-698-2010
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$5.1M
Discretionary AUM
$5.1M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)GENERAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $5.1M |
All web addresses on file
Official SEC filing: View on IAPD