Overview
Assets Under Management: $626 million
Headquarters: VIRGINIA BEACH, VA
High-Net-Worth Clients: 175
Average Client Assets: $3 million
Frequently Asked Questions
BEACON HARBOR WEALTH ADVISORS, INC. 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 #300243), BEACON HARBOR WEALTH ADVISORS, INC. is subject to fiduciary duty under federal law.
BEACON HARBOR WEALTH ADVISORS, INC. is headquartered in VIRGINIA BEACH, VA.
BEACON HARBOR WEALTH ADVISORS, INC. serves 175 high-net-worth clients according to their SEC filing dated June 09, 2025. View client details ↓
According to their SEC Form ADV, BEACON HARBOR WEALTH ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
BEACON HARBOR WEALTH ADVISORS, INC. manages $626 million in client assets according to their SEC filing dated June 09, 2025.
According to their SEC Form ADV, BEACON HARBOR WEALTH ADVISORS, INC. 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
Clients
Number of High-Net-Worth Clients: 175
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.51
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,599
Discretionary Accounts: 1,599
Regulatory Filings
CRD Number: 300243
Filing ID: 1996595
Last Filing Date: 2025-06-09 11:19:00
Website: https://beaconharborwealth.com