BG WEALTH SHARING LTD

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DENVER, Colorado
CRD number
338316
Registered since
August 15, 2025

Firm profile

FINTRX

Overview

Bg Wealth Sharing Ltd is a Limited Liability Company that operates within the financial services sector, specifically engaging in activities as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA). The firm is relatively new to the industry, having registered with the SEC in 2025. While it does not have a defined client base or fee structure listed, its primary focus appears to be on investment management and advisory services. The firm is affiliated with various industry entities, including broker-dealers and other investment advisers, indicating a level of integration within the financial ecosystem.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Stephen Beard

    DirectorCRD 8149858

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
1312 17th St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth