BEACON BRIDGE WEALTH PARTNERS, LLC

101 West Elm Street
Suite 610
Conshohocken, Pennsylvania 19428
Tel: 484-533-6600

About BEACON BRIDGE WEALTH PARTNERS, LLC

BEACON BRIDGE WEALTH PARTNERS, LLC, formally registered with the SEC as BEACON BRIDGE WEALTH PARTNERS, LLC. The firm was established in 08/12/2022. They have over 2 offices throughout the country.

BEACON BRIDGE WEALTH PARTNERS, LLC is a Conshohocken, Pennsylvania based Financial Planning firm with nearly $270,811,209 assets under management, offering retirement planning & investment advisory services to 972 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	321705
SEC#	801-126385
Assets Managed by Firm	$270,811,209
No. of Clients	972
No. of Advisors	9

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	972	$270,811,209
Individuals (other than high net worth individuals)	277	$79,733,561
High net worth individuals	71	$186,419,837
Pension and profit sharing plans	1	$1,944,556
Charitable organizations	3	$2,713,255

Inquire with BEACON BRIDGE WEALTH PARTNERS, LLC

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VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$6,649,219,111,273	208	675
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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$337,512,332,679	151	201
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$299,191,714,649	634470	2124

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