# BEAIRD HARRIS WEALTH MANAGEMENT, LLC

BEAIRD HARRIS WEALTH MANAGEMENT, LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 107238
- Type: SEC-registered investment adviser
- SEC file number: 801-51938
- Location: 5005 LYNDON B JOHNSON FWY, STE 1700, DALLAS, TX, 75244
- Phone: 972-503-1040
- Latest filing: 2026-07-20
- Regulatory AUM: $2.3B
- Discretionary AUM: $2.2B
- Non-discretionary AUM: $24.9M
- Clients: 19
- Accounts: 3,331

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| Patrick C Beaird | MANAGING PARTNER; MEMBER | — |
| Steven Mark Lugar | MANAGING DIRECTOR, VICE PRESIDENT; MEMBER | — |
| Joseph Clint Dunn | CHIEF COMPLIANCE OFFICER | — |
| James Edward Zimmerman | MEMBER | — |
| Jacob Burk King | MEMBER | — |
| Chase Anthony Perry | MEMBER | — |
| James E Sullivan | MEMBER | — |
| Paula W Allgood | MEMBER | — |
| BEAIRD PATRICK | CHIEF FINANCIAL OFFICER; PRESIDENT; PRESIDENT, CHIEF FINANCIAL OFFICER | — |
| HARRIS DONALD BLAKE | MEMBER; VICE PRESIDENT | — |
| LUGAR STEVEN MARK | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER (+2 more) | — |
| ZIMMERMAN BRUCE EDWARD | MEMBER; SHAREHOLDER | — |
| BEAIRD PATRICK C | MANAGING PARTNER; MEMBER; PRESIDENT, CHIEF FINANCIAL OFFICER | — |
| KING JACOB BURK | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| ALLGOOD PAULA W | MEMBER; SHAREHOLDER | — |
| HETZEL JOHN OTTO | MEMBER; SHAREHOLDER | — |
| WATSON JUSTIN DARREL | SHAREHOLDER | — |
| DUNN JOSEPH CLINT | CHIEF COMPLIANCE OFFICER | — |
| PERRY CHASE ANTHONY | MEMBER | — |
| SULLIVAN JAMES E | MEMBER | — |
| James E. Sullivan | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107238/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107238/similar
- Related entities: https://search.stillhousedata.com/firm/107238/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107238

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.