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| Beacon Associates Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 318651 |
| SEC # | 801-135234 |
| CIK # | |
| AUM | $101.1 M (2026-03-26) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 419-482-0280 |
| Address | 1755 Indianwood Circle, Maumee, OH 43537 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 180 | 59.4 |
| (b) Individuals (high net worth individuals) | 24 | 41.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 838 | 101.1 |
| By Discretionary | ||
| Discretionary | 838 | 101.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 838 | 101.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 101.1 | |
| Total | 838 | 101.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Integrative Planning Inc
✚
|
NC | 0.1 |
|
Mendoza Private Wealth Inc
✚
|
FL | 0.1 |
|
Integrated Benefits Incorporated
✚
|
0.1 | |
|
Palomar Advisors Inc
✚
|
0.1 | |
|
Suttle Crossland Wealth Advisors LLC
✚
|
AZ | 0.1 |
|
Ensign Advisory Partners LLC
✚
|
AZ | 0.1 |
|
Ascent Advisors LLC
✚
|
MN | 0.1 |
|
CWM Advisory LLC
✚
|
MD | 0.1 |
|
Cherokee & Walker Management LLC
✚
|
UT | 0.1 |
|
Ascent Financial Group LLC
✚
|
VA | 0.1 |