Overview
Assets Under Management: $369 million
Headquarters: LOWER GWYNEDD, PA
High-Net-Worth Clients: 75
Average Client Assets: $3 million
Frequently Asked Questions
BEACON BRIDGE WEALTH PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #321705), BEACON BRIDGE WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
BEACON BRIDGE WEALTH PARTNERS, LLC is headquartered in LOWER GWYNEDD, PA.
BEACON BRIDGE WEALTH PARTNERS, LLC serves 75 high-net-worth clients according to their SEC filing dated February 14, 2025. View client details ↓
According to their SEC Form ADV, BEACON BRIDGE WEALTH PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BEACON BRIDGE WEALTH PARTNERS, LLC manages $369 million in client assets according to their SEC filing dated February 14, 2025.
According to their SEC Form ADV, BEACON BRIDGE WEALTH PARTNERS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.86
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,063
Discretionary Accounts: 1,059
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 321705
Last Filing Date: 2025-02-14 00:00:00
Website: https://dinsmorecomplianceservices.com