# Leigh Beaman

> Leigh Beaman is a fee-only financial advisor at Wheels UP Wealth in Benicia, California. Wheels UP Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/leigh-beaman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Wheels UP Wealth
- **Based in:** Benicia, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $130.0M across 458 accounts
- **CRD:** 7864777 (https://adviserinfo.sec.gov/individual/summary/7864777)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2024)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.wheelsupwealthinc.com

## Frequently asked questions

### Is Leigh Beaman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Leigh holds no broker registration, and Wheels UP Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Leigh charge for financial advice?

Leigh's firm, Wheels UP Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Leigh Beaman based?

Leigh Beaman is based in Benicia, California.

### Is Leigh Beaman registered with the SEC?

Yes. Leigh Beaman is registered as an investment adviser representative in CA (CRD 7864777), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wheels UP Wealth manage?

Wheels UP Wealth reports $130.0M across 458 accounts in assets under management.

### How do I contact Leigh Beaman?

Through Leigh's website, www.wheelsupwealthinc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7864777): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.