Beta Wealth Group is a wealth manager based in San Diego, United States, founded in 2009. Verified contact details, AUM data, and investment preferences on FindLPs.
Beta Wealth Group is a boutique Wealth Management and Financial Planning firm based in San Diego, California and Park City, Utah. Jodi Vleck has been named a top wealth manager in California and her team has decades of experience.
Investment types: Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Growth, Venture (General)
Sectors & themes: Diversified
Preferred geographies: North America
Location: 11421 West Bernardo Court
FindLPs holds verified direct email addresses and phone numbers for decision-makers at Beta Wealth Group. Contact details are masked on the free plan — start a plan to unlock full access and CSV export.
Unlock Contact DetailsSearch 25,850 limited partners with verified contact details.
LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.