Overview
Assets Under Management: $263 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 55
Average Client Assets: $2 million
Frequently Asked Questions
BEACON WEALTHCARE 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 #312556), BEACON WEALTHCARE LLC is subject to fiduciary duty under federal law.
BEACON WEALTHCARE LLC is headquartered in RALEIGH, NC.
BEACON WEALTHCARE LLC serves 55 high-net-worth clients according to their SEC filing dated January 17, 2025. View client details ↓
According to their SEC Form ADV, BEACON WEALTHCARE LLC offers financial planning and portfolio management for individuals. View all service details ↓
BEACON WEALTHCARE LLC manages $263 million in client assets according to their SEC filing dated January 17, 2025.
According to their SEC Form ADV, BEACON WEALTHCARE 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: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.93
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 879
Discretionary Accounts: 859
Non-Discretionary Accounts: 20
Regulatory Filings
CRD Number: 312556
Last Filing Date: 2025-01-17 00:00:00
Website: https://beaconwc.com