RIA Intel›Advisers›Missouri›B.E.S.T. WEALTH MANAGEMENT LLC

B.E.S.T. WEALTH MANAGEMENT LLC

Advisory

ST. LOUIS, MO

Data as of Jul 9, 2026 · Source: SEC Form ADV

Rank in MO

#309

of 342 advisers by AUM

Average account

$181K

across 322 accounts

AUM per adviser

$29M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 9, 2026.

Total AUM

$58M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$58M

Discretionary AUM$58M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients120

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, MO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

120 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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