|
⚲
|
| Beacon Wealthcare LLC
✚
|
|
|---|---|
| CRD # | 312556 |
| SEC # | 801-120334 |
| CIK # | 0001849336, 0001107576 |
| AUM | $262.8 M (2025-01-17) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 919-821-5225 |
| Address | 1633 Glenwood Ave Raleigh, NC 27608 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.0 | ||
| Microsoft Corp | 0.7 | ||
| Exxon Mobil Corp | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 825 | 142.1 |
| (b) Individuals (high net worth individuals) | 55 | 120.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 879 | 262.8 |
| By Discretionary | ||
| Discretionary | 859 | 261.1 |
| Non-Discretionary | 20 | 1.8 |
| Total | 879 | 262.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 262.8 | |
| Total | 879 | 262.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001107576] | |
| 13F-HR | [0001849336] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Baugh & Associates LLC
✚
|
GA | 0.3 |
|
Lester Financial Group LLC
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|
IL | 0.3 |
|
Thoma Capital Management LLC
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MD | 0.3 |
|
LPFG LLC
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OH | 0.3 |
|
Royal Oak Financial Group
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|
OH | 0.3 |
|
Bonner & Smith LLC
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|
TX | 0.3 |
|
Treiberg Wealth Management Inc
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|
AZ | 0.3 |
|
Enright Mollin Cascio & Ramusevic Inc
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|
NY | 0.3 |
|
Tiller Partners LLC
✚
|
CA | 0.3 |
|
Dominion Portfolio Management Inc
✚
|
TX | 0.3 |