Leigh Beaman has been an investment adviser representative at Wheels Up Wealth since November 2024, and is not listed among the firm’s executive officers or direct owners. Leigh Beaman holds an MBA in Finance from the University of Notre Dame, a BA in Radiologic Science from the University of North Carolina at Chapel Hill and a Personal Financial Planning Certificate from the University of California, Berkeley.
Wheels Up Wealth, Inc. is a firm with $130M under management, 114 clients and 3 advisers in one office, as of its February 2026 filing.
Leigh Beaman is Lead Wealth Advisor with Wheels Up Wealth, where she works directly with clients to help them identify their personal goals and build a financial plan to achieve them. Before her career in financial planning, she had a corporate finance career in the wine and spirits industry.
Leigh Beaman’s longest registration is the current one, 1 year at Wheels Up Wealth since 2024. Before joining Wheels Up Wealth in 2024, Leigh Beaman was registered through Pure Financial Advisors, LLC.
- Wheels Up Wealth, Inc.Current– present · 1 yearSacramento, CA · Adviser representative · Firm CRD 307736
- Pure Financial Advisors, LLC– · under a yearSan Diego, CA · Adviser representative · Firm CRD 144316
Professional designations
Listed by Wheels Up Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Leigh Beaman is registered as an investment adviser representative in California, since November 2024.
- CaliforniaSince 11 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 May 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Leigh Nicole Beaman
- CRD
- 7864777
- Firm
- Wheels Up Wealth · CRD 307736
- Office
- Sacramento, CA
- Registration
- Investment adviser registration
- In the industry since
- June 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wheelsupwealthinc.com
Where does Leigh Beaman work?
Leigh Beaman is an investment adviser representative registered through Wheels Up Wealth, Inc. since November 2024, and is not listed among the firm’s executive officers or direct owners.
Is Leigh Beaman a financial advisor?
Yes. Leigh Beaman has a current investment-adviser registration in California, through Wheels Up Wealth since November 2024.
How many years of experience does Leigh Beaman have?
Leigh Beaman has 2 years in the financial industry, since June 2024, across 2 adviser firms.
What exams has Leigh Beaman passed?
Leigh Beaman passed the Series 65 in May 2024.
Where did Leigh Beaman work before Wheels Up Wealth?
Before Wheels Up Wealth, Leigh Beaman was registered through Pure Financial Advisors, LLC, May 2024 to October 2024.
Where is Leigh Beaman based?
Leigh Beaman’s registered office is in Sacramento, CA.
Is Leigh Beaman registered with FINRA?
No. Leigh Beaman has no current broker registration.
Is Leigh Beaman a CFP?
Wheels Up Wealth lists Leigh Beaman with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Leigh Beaman’s record?
Search CRD 7864777 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Leigh Beaman’s full registration record.
