Leigh Beaman
Wheels UP Wealth · Benicia, California
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.
Request an introduction to Leigh →
Facts
| Firm | Wheels UP Wealth |
|---|---|
| Based in | Benicia, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $130.0M across 458 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7864777 |
| Exams passed | Series 65 (2024) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.wheelsupwealthinc.com |
How Leigh's firm compares
- Wheels UP Wealth's average account is about $284,000, from its Form ADV (assets managed divided by 458 accounts).
Request an introduction to Leigh
Tell Leigh a little about what you're looking for. Leigh isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Leigh
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.