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BEAIRD HARRIS WEALTH MANAGEMENT, LLC, CRD 107238
DALLAS, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| DONALD BLAKE HARRIS | n/a | DALLAS, TX | 30 | 44 | n/a | no |
| RONALD J SKALBERG | n/a | DALLAS, TX | 29 | 38 | n/a | no |
| PATRICK CLARK BEAIRD | Personal Financial Specialist | DALLAS, TX | 29 | 39 | n/a | no |
| PAULA W ALLGOOD | n/a | DALLAS, TX | 27 | 33 | n/a | no |
| STEVEN MARK LUGAR | Certified Financial Planner | DALLAS, TX | 25 | 44 | n/a | no |
| JACOB BURK KING | Certified Financial Planner | DALLAS, TX | 18 | 22 | n/a | no |
| JUSTIN DARREL WATSON | Certified Financial Planner|Personal Financial Specialist | DALLAS, TX | 14 | 19 | n/a | no |
| JOSEPH CLINT DUNN | Certified Financial Planner | DALLAS, TX | 14 | 19 | n/a | no |
| STUART TAYLOR HERZOG | n/a | DALLAS, TX | 12 | 14 | n/a | no |
| JAMES AUSTIN SIMMONS | n/a | DALLAS, TX | 12 | 19 | n/a | no |
| JAMES EDWARD ZIMMERMAN | Certified Financial Planner | DALLAS, TX | 11 | 27 | 1 | no |
| Virginia F Baker | Certified Financial Planner | DALLAS, TX | 10 | 10 | n/a | no |
| JAMES E. SULLIVAN | Certified Financial Planner|Chartered Financial Analyst | DALLAS, TX | 9 | 27 | 2 | no |
| Kevin Michael Lindley | n/a | DALLAS, TX | 7 | 10 | 1 | no |
| CHASE ANTHONY PERRY | Certified Financial Planner | DALLAS, TX | 5 | 17 | 2 | no |
| KELLY ANN SNIDER | n/a | DALLAS, TX | 5 | 15 | 2 | no |
| TAI TAN CHU | Certified Financial Planner | DALLAS, TX | 3 | 22 | 2 | no |
| Kraishylea Razelle Agboaye | n/a | DALLAS, TX | 1 | 15 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BEAIRD ADVISORY SERVICES PC | Member | C | yes | 01/2021 | Jul 20, 2026 | Jul 20, 2026 |
| LUGAR, STEVEN, MARK | MANAGING DIRECTOR, VICE PRESIDENT OFFICER | Na | yes | 06/2000 | Jul 20, 2026 | Jul 20, 2026 |
| BEAIRD ACCOUNTING SERVICES, PLLC | Member | E | yes | 02/2021 | Mar 29, 2022 | Nov 12, 2024 |
| BEAIRD, PATRICK, C | MANAGING PARTNER | Na | yes | 05/1996 | Mar 30, 2012 | Nov 12, 2024 |
| BEAIRD, PATRICK, C | Member | E | yes | 01/2021 | Mar 30, 2012 | Nov 12, 2024 |
| DUNN, JOSEPH, CLINT | CHIEF COMPLIANCE OFFICER | Na | yes | 12/2020 | Mar 29, 2021 | Nov 12, 2024 |
| HARRIS ADVISORY SERVICES PLLC | Member | A | yes | 01/2021 | Mar 29, 2021 | Nov 12, 2024 |
| HARRIS, DONALD, BLAKE | VICE PRESIDENT | Na | yes | 05/1996 | Mar 30, 2012 | Nov 12, 2024 |
| HARRIS, DONALD, BLAKE | Member | E | yes | 01/2021 | Mar 30, 2012 | Nov 12, 2024 |
| LUGAR, STEVEN, MARK | Member | E | yes | 01/2021 | Mar 30, 2012 | Nov 12, 2024 |
| PERRY, CHASE, ANTHONY | Member | E | yes | 08/2021 | Mar 29, 2022 | Nov 12, 2024 |
| SULLIVAN, JAMES, E. | Member | E | yes | 12/2019 | Mar 29, 2022 | Nov 12, 2024 |
| ALLGOOD ADVISORY SERVICES, PLLC | Member | A | no | 01/2021 | Jul 20, 2026 | Jul 20, 2026 |
| BEAIRD HARRIS, PLLC | Member | A | no | 08/2021 | Jul 20, 2026 | Jul 20, 2026 |
| BLESSED PROVERBS 3, LLC | Member | A | no | 08/2021 | Jul 20, 2026 | Jul 20, 2026 |
| LUGAR ADVISORY SERVICES, LLC | Member | A | no | 01/2021 | Jul 20, 2026 | Jul 20, 2026 |
| MASSIE FINANCIAL SERVICES, LLC | Member | A | no | 01/2021 | Jul 20, 2026 | Jul 20, 2026 |
| STOREHOUSE 28, LLC | Member | B | no | 01/2021 | Jul 20, 2026 | Jul 20, 2026 |
| T.W. MAPPS, LLC | Member | A | no | 12/2019 | Jul 20, 2026 | Jul 20, 2026 |
| KING, JACOB, BURK | Member | E | no | 01/2021 | Feb 7, 2013 | Nov 12, 2024 |
| ZIMMERMAN, JAMES, EDWARD | Member | E | no | 01/2021 | Mar 31, 2017 | Nov 12, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BEAIRD HARRIS, PLLC | n/a | n/a | n/a | Y | yes | n/a |
| DONALD B. HARRIS | n/a | n/a | n/a | Y | yes | n/a |
| JUSTIN D WATSON | n/a | n/a | n/a | Y | yes | n/a |
| KEVIN MICHAEL LINDLEY | n/a | n/a | n/a | Y | yes | n/a |
| PATRICK C BEAIRD | n/a | n/a | n/a | Y | yes | n/a |
| PAULA W ALLGOOD | n/a | n/a | n/a | Y | yes | n/a |
| RONALD J SKALBERG | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $2.3B | $2.2B | 19 | 13 | 0 | n/a | n/a |
| 2024 | Mar 27, 2025 | $1.9B | $1.9B | 22 | 13 | 0 | n/a | n/a |
| 2023 | Mar 29, 2024 | $1.7B | $1.6B | 18 | 13 | 0 | n/a | n/a |
| 2022 | Mar 31, 2023 | $1.4B | $1.4B | 19 | 13 | 0 | n/a | n/a |
| 2021 | Mar 29, 2022 | $1.5B | $1.4B | 18 | 12 | 0 | n/a | n/a |
| 2020 | Mar 29, 2021 | $1.3B | $1.1B | 17 | 13 | 0 | n/a | n/a |
| 2019 | Mar 16, 2020 | $1.2B | $1.1B | 17 | 12 | 0 | n/a | n/a |
| 2018 | Mar 18, 2019 | $1.1B | $987M | 16 | 12 | 0 | n/a | n/a |
| 2017 | Mar 31, 2018 | $1.0B | $971M | 16 | 13 | 0 | n/a | n/a |
| 2016 | Mar 31, 2017 | $924M | $866M | 16 | 12 | n/a | n/a | n/a |
| 2015 | Mar 16, 2016 | $787M | $743M | 13 | 11 | n/a | n/a | n/a |
| 2014 | Mar 31, 2015 | $736M | $693M | 13 | 10 | n/a | n/a | n/a |
| 2013 | Mar 27, 2014 | $657M | $630M | 11 | 9 | n/a | n/a | n/a |
| 2012 | Feb 7, 2013 | $526M | $526M | 12 | 10 | n/a | n/a | n/a |
| 2011 | Mar 30, 2012 | $398M | $398M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.3B | $1.9B | 19.1% | $1.4B | 17.5% | 19 | 22 | 0 | 0 |