|
⚲
|
| Beacon Wealthcare LLC
✚
|
|
|---|---|
| CRD # | 312556 |
| SEC # | 801-120334 |
| CIK # | 0001849336, 0001107576 |
| AUM | $199.5 MM (2023-03-17) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 919-821-5225 |
| Address | 1633 Glenwood Ave Raleigh, NC 27608 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 0.4 | |
| XOM | 385,508.3 | 0.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 780 | 166.5 |
| (b) Individuals (high net worth individuals) | 60 | 25.9 |
| (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 | 840 | 192.3 |
| By Discretionary | ||
| Discretionary | 817 | 189.7 |
| Non-Discretionary | 23 | 2.7 |
| Total | 840 | 192.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.3 | |
| Total | 840 | 192.3 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001107576] | |
| 13F-HR | [0001849336] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Merit Financial Partners LLC
✚
|
NY | 0.2 |
|
Massachusetts Wealth Management LLC
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|
MA | 0.2 |
|
Unconventional Investor LLC
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NH | 0.2 |
|
Clarus Wealth Advisors LLC
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|
AZ | 0.2 |
|
Wealth Management Strategies Inc
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|
PA | 0.2 |
|
First Financial Group Corporation
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|
NC | 0.2 |
|
Mastodon Advisory Group LLC
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|
TX | 0.2 |
|
Liberty Private Client LLC
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|
FL | 0.2 |
|
TPG Advisors LLC
✚
|
IL | 0.2 |
|
Better Money Decisions LLC
✚
|
NM | 0.2 |