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BECKERMAN WEALTH
77 Main Avenue
Suite 1a
Ocean Grove, New Jersey 07756
Tel: 877-892-7738
About BECKERMAN WEALTH
BECKERMAN WEALTH, formally registered with the SEC as BECKERMAN WEALTH. The firm was established in 04/23/2021. They have over 3 offices throughout the country.
BECKERMAN WEALTH is a Ocean Grove, New Jersey based Financial Planning firm with nearly $219,925,066 assets under management, offering retirement planning & investment advisory services to 588 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 142480 |
| SEC# | 801-120898 |
| Assets Managed by Firm | $219,925,066 |
| No. of Clients | 588 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 588 | $219,925,066 |
| Individuals (other than high net worth individuals) | 40 | $10,917,214 |
| High net worth individuals | 132 | $196,136,741 |
| Pension and profit sharing plans | Fewer than 5 clients | $11,825,450 |
| Corporations or other businesses | Fewer than 5 clients | $1,045,661 |
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