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Beau Rezek

Investment adviser representative at Wealthspire Advisors
15 yearsExperience
1 stateRegistered in
$34.3BFirm assets
31 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

15 years in the industry.

  1. Wealthspire AdvisorsAug 2026 to now
  2. Hightower AdvisorsMay 2024 to Jun 2026
  3. Brighton JonesApr 2022 to May 2024
  4. UnemployedJun 2021 to Mar 2022
  5. Asucd Coffee HouseNov 2017 to Jun 2019
  6. StudentJan 2011 to Jul 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (WA).

Wealthspire Advisors

Legal name: Wealthspire Advisors LLC

$34.3BAssets managed
9,973Clients
225Advisers
31 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7539130
Firm CRD
106181
Advisor's SEC record (opens in a new tab)
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