Beacon Wealth Advisors LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Beacon Wealth Advisors LLC ✚
CRD #	171748
SEC #	801-121468
CIK #
AUM
Employees	4 (100% Investors, 100% Brokers)
Phone	815-385-3899
Address	5435 Bull Valley Road Mchenry, IL 60050
Source	[IAPD] [Website]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	556	75.2
(b) Individuals (high net worth individuals)	78	68.3
(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	1,043	143.5
By Discretionary
Discretionary	1,043	143.5
Non-Discretionary	0	0.0
Total	1,043	143.5
By Non-United States Persons
Non-United States Persons		0.1
United States Persons		143.5
Total	1,043	143.5

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