Creand Wealth Management (Beta Capital)

Creand Wealth Management (Beta Capital) is a prominent financial entity that operates under the umbrella of Beta Capital Securities, LLC and Beta Capital Management, LLC. Established in 1995 in Miami, the company is dedicated to providing financial advisory and global wealth management services to both institutional and individual investors. At Beta Capital Securities LLC, which is a FINRA member firm, the company conducts broker-dealer activities, leveraging its self-clearing license to expand its independent investment service capabilities, enabling efficient asset custody and transaction settlement. Meanwhile, at Beta Capital Management LLC, a SEC registered investment adviser, the focus is on assisting clients in realizing their financial aspirations with personalized solutions that prioritize their financial and personal needs.

The company’s range of services encompasses custody and execution services for institutional and private clients, facilitated through Beta Capital Securities, LLC, which maintains its self-clearing platform and capabilities. In addition, Wealth Management and Financial Planning services are offered through the Registered Investment Advisor Beta Capital Management, LLC. Notably, Creand Wealth Management is a part of the Creand group, which adds further depth and resources to the company's offerings.

As of now, there is no publicly available information about the latest investment or the involved investors. However, given the company's extensive experience, comprehensive services, and established presence in the United States, Creand Wealth Management stands as a noteworthy player in the financial services and wealth management industries.