BEACON HARBOR WEALTH ADVISORS

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

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 Status	Approved
Firm CRD#	300243
SEC#	801-114773
Assets Managed by Firm	$625,592,439
No. of Clients	1599
No. of Advisors	7

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 Clients	AUM
Firm Total	1599	$625,592,439
Individuals (other than high net worth individuals)	453	$126,975,325
High net worth individuals	175	$472,404,219
Charitable organizations	Fewer than 5 clients	$4,001,518
Corporations or other businesses	Fewer than 5 clients	$22,211,377

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