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BEACON HARBOR WEALTH ADVISORS

440 Viking Drive, Suite 200
Virginia Beach, Virginia 23452
Tel: 757-644-4545

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About BEACON HARBOR WEALTH ADVISORS

BEACON HARBOR WEALTH ADVISORS, formally registered with the SEC as BEACON HARBOR WEALTH ADVISORS. The firm was established in 02/11/2019. They have over 1 offices throughout the country.

BEACON HARBOR WEALTH ADVISORS is a Virginia Beach, Virginia based Financial Planning firm with nearly $625,592,439 assets under management, offering retirement planning & investment advisory services to 1599 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#300243
SEC#801-114773
Assets Managed by Firm$625,592,439
No. of Clients1599
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • 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

Firm Client Information

No. of ClientsAUM
Firm Total1599$625,592,439
Individuals (other than high net worth individuals)453$126,975,325
High net worth individuals175$472,404,219
Charitable organizationsFewer than 5 clients$4,001,518
Corporations or other businessesFewer than 5 clients$22,211,377

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