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⚲
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| Beacon Wealthcare LLC
✚
| |
|---|---|
| CRD # | 312556 |
| SEC # | 801-120334 |
| CIK # | 0001849336, 0001107576 |
| AUM | $227.0 MM (2024-02-01) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 919-821-5225 |
| Address | 1633 Glenwood Ave Raleigh, NC 27608 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 1.1 | |
| MSFT | 1,918,222.4 | 0.5 | |
| ACN | 179,517.0 | 0.5 | |
| 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) | 811 | 131.5 |
| (b) Individuals (high net worth individuals) | 47 | 95.5 |
| (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 | 858 | 227.0 |
| By Discretionary | ||
| Discretionary | 841 | 225.5 |
| Non-Discretionary | 17 | 1.6 |
| Total | 858 | 227.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 227.0 | |
| Total | 858 | 227.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001107576] | |
| 13F-HR | [0001849336] |
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|---|---|---|
|
Envision Financial LLC
✚
|
WI | 0.2 |
|
Wela Strategies Inc
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GA | 0.2 |
|
Massachusetts Wealth Management LLC
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MA | 0.2 |
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Agate PASS Investment Management LLC
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WA | 0.2 |
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Spraker West Wealth Management Inc
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FL | 0.2 |
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Apricus Wealth LLC
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SC | 0.2 |
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Avalon Advisory Group LLC
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PA | 0.2 |
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Gaddis Premier Wealth Advisors LLC
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OK | 0.2 |
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GPM Growth Investors Inc
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MI | 0.2 |
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Fortress Planning Group LLC
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WI | 0.2 |