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| Beacon Bridge Wealth Partners LLC
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|---|---|
| CRD # | 321705 |
| SEC # | 801-126385 |
| CIK # | 0001965468 |
| AUM | 426.6 M (2026-04-30) |
| Employees | 11 (55% Investors, 9% Brokers) |
| Phone | 484-533-6600 |
| Address | 1600 N Bethlehem Pike Lower Gwynedd, PA 19002 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 5.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 623 | 170.5 |
| (b) Individuals (high net worth individuals) | 75 | 245.5 |
| (c) Banking or thrift institutions | 13 | 4.8 |
| (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 | 6 | 5.8 |
| (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 | 1,113 | 426.6 |
| By Discretionary | ||
| Discretionary | 1,109 | 421.8 |
| Non-Discretionary | 4 | 4.8 |
| Total | 1,113 | 426.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 426.6 | |
| Total | 1,113 | 426.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965468] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 18 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Haven Private LLC
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Kerux LLC
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McCarter Private Wealth Services LLC
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Coordinated Financial Services Inc
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HFG Advisors Inc
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Quad-Cities Investment Group LLC
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Buttonwood Wealth LLC
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Trinity Wealth Management LLC
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Lifemark Securities Corp
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