# Beau Morgan Advisors

Beau Morgan Advisors is a RIA based in Pittsford.

## Overview

- **Organization type:** RIA
- **Headquarters:** Pittsford
- **Assets under management:** Undisclosed
- **Website:** https://beaumorgan.com
- **LinkedIn:** https://www.linkedin.com/company/beaumorgan

## Regulatory record

- **CRD number:** 336355
- **SEC file number:** 801-132802
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336355

## About

The human side of wealth management | Beau Morgan Advisors is a fiercely independent, women-owned financial advisory firm built to protect people from misinformation and misaligned incentives. We challenge industry norms with radical truth and deeply personal care. Every step of the way, we offer peace of mind and practical guidance to help clients navigate their real financial lives with confidence.

## Questions

### Who runs Beau Morgan Advisors?

No named principal has been publicly identified for Beau Morgan Advisors in any available source. The firm does not appear in SEC filings, media interviews, or LinkedIn profiles that name a CEO, CIO, or managing partner.

### What is the investment strategy of Beau Morgan Advisors?

The firm's investment strategy is not disclosed in public record. There are no known publications or filings that describe its asset-class mix, stage preferences, or whether it invests directly, through funds, or via co-investments.

### What notable deals or investments has Beau Morgan Advisors made?

No specific deals, portfolio companies, or investments have been publicly attributed to Beau Morgan Advisors in any verifiable source.

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Last updated: 2026-07-09T01:13:51.496Z

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