BEACON BRIDGE WEALTH PARTNERS, LLC

1600 N Bethlehem Pike
N-200
Lower Gwynedd, Pennsylvania 19002
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 1 offices throughout the country.

BEACON BRIDGE WEALTH PARTNERS, LLC is a Lower Gwynedd, Pennsylvania based Financial Planning firm with nearly $368,964,469 assets under management, offering retirement planning & investment advisory services to 1063 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	$368,964,469
No. of Clients	1063
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1063	$368,964,469
Individuals (other than high net worth individuals)	333	$143,346,981
High net worth individuals	75	$220,851,296
Charitable organizations	4	$4,766,192

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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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