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BEACON WEALTH CONSULTANTS, INC.
CRD 154939 · SEC 801-118970
302 WASHINGTON AVE. SW, ROANOKE, VA, 24016-4312, United States
Phone
540-345-3891
Fax
888-971-3687
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$278.3M
Discretionary AUM
$278.3M
Team
19 total employees; 15 advisory reps; 4 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingESTATE ADMINISTRATION, LEGACY COACHING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 497 | $167.5M |
| High net worth individuals | 25 | $74.9M |
| Pension/profit sharing plans | 13 | $33.6M |
| Charitable organizations | 2 | $2.3M |
States served
MI, NJ, NY, NC, OR, PA, TN, VA, WV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD