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| Beacon Wealthcare LLC
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|
|---|---|
| CRD # | 312556 |
| SEC # | 801-120334 |
| CIK # | 0001107576, 0001849336 |
| AUM | $308.3 M (2026-01-20) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 919-821-5225 |
| Address | 1633 Glenwood Ave Raleigh, NC 27608 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.7 | ||
| Microsoft Corp | 0.5 | ||
| Duke Energy Corp | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 799 | 118.8 |
| (b) Individuals (high net worth individuals) | 109 | 189.5 |
| (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 | 908 | 308.3 |
| By Discretionary | ||
| Discretionary | 890 | 306.3 |
| Non-Discretionary | 18 | 2.0 |
| Total | 908 | 308.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 308.3 | |
| Total | 908 | 308.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001107576] | |
| 13F-HR | [0001849336] |
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|---|---|---|
|
Invicta Advisors LLC
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|
PA | 0.3 |
|
Thoma Capital Management LLC
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MD | 0.3 |
|
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CA | 0.3 |
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New Perspectives Inc
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MS | 0.3 |
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Merit Financial Partners LLC
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NY | 0.3 |
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Prepared Retirement Institute LLC
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Commons Capital LLC
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MA | 0.3 |
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GFG Wealth LLC
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FL | 0.3 |
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McAllister Capital Management Corporation
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Fidelis IM LLC
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OR | 0.3 |