# B.E.S.T. Wealth Management

B.E.S.T. Wealth Management is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 160920
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/160920

## About

B.E.S.T. WEALTH MANAGEMENT LLC is a state-registered investment adviser in ST. LOUIS, MO. It manages approximately $54 million in regulatory assets. The firm has 2 employees and 2 investment advisers.

## Questions

### How does B.E.S.T. Wealth Management charge for its services?

The firm charges asset-based fees on discretionary accounts and can also charge fixed or hourly fees for financial planning engagements, per its SEC Form ADV Part 2A. This fee-only structure eliminates commission conflicts and aligns the advisor's compensation with portfolio performance. Clients should review the firm's current brochure for exact breakpoints, as fee schedules vary by account size and service level.

### What is the firm's regulatory and disciplinary history?

As of its most recent Form ADV filing, B.E.S.T. Wealth Management reports no material disciplinary events, customer complaints, or regulatory actions involving the firm or its advisory affiliates. The firm's CRD and SEC records show a clean profile, which is a baseline expectation for any institutional allocator conducting operational due diligence on a potential sub-advisor or manager.

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Last updated: 2026-06-03T20:00:00.000Z

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