BEACON WEALTHCARE LLC

1633 Glenwood Ave
Raleigh, North Carolina 27608
Tel: 919-821-5225

About BEACON WEALTHCARE LLC

BEACON WEALTHCARE LLC, formally registered with the SEC as BEACON WEALTHCARE LLC. The firm was established in 02/16/2021. They have over 1 offices throughout the country.

BEACON WEALTHCARE LLC is a Raleigh, North Carolina based Financial Planning firm with nearly $262,842,571 assets under management, offering retirement planning & investment advisory services to 879 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312556
SEC#	801-120334
Assets Managed by Firm	$262,842,571
No. of Clients	879
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	879	$262,842,571
Individuals (other than high net worth individuals)	825	$142,113,189
High net worth individuals	55	$120,729,382

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