Overview
Assets Under Management: $144 million
Headquarters: MCHENRY, IL
High-Net-Worth Clients: 78
Average Client Assets: $0.9 million
Frequently Asked Questions
BEACON WEALTH ADVISORS, 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 #171748), BEACON WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
BEACON WEALTH ADVISORS, LLC is headquartered in MCHENRY, IL.
BEACON WEALTH ADVISORS, LLC serves 78 high-net-worth clients according to their SEC filing dated April 28, 2023. View client details ↓
According to their SEC Form ADV, BEACON WEALTH ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
BEACON WEALTH ADVISORS, LLC manages $144 million in client assets according to their SEC filing dated April 28, 2023.
According to their SEC Form ADV, BEACON WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.61%
Average Client Assets: $0.9 million
Total Client Accounts: 1,043
Discretionary Accounts: 1,043
Regulatory Filings
CRD Number: 171748
Filing ID: 1754454
Last Filing Date: 2023-04-28 11:46:00