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BECK BODE LLC
CRD 282611 · SEC 801-107188
858 WASHINGTON STREET, SUITE 100, DEDHAM, MA, 02026, United States
Phone
617-209-2224
Fax
617-249-0298
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$666.4M
Discretionary AUM
$666.4M
Team
16 total employees; 16 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminarsFINANCIAL CONSULTING AND TAX SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 794 | $235.0M |
| High net worth individuals | 174 | $419.6M |
| Pension/profit sharing plans | 11 | $8.6M |
States served
CA, CO, GA, IL, ME, MA, MI, NJ, NY, NC, OH, PA, RI, SC, VA, TX, NH, HI, CT, FL
All web addresses on file
- https://www.linkedin.com/company/beck-bode-wealth-management
- https://www.linkedin.com/in/jimbode/
- https://www.instagram.com/beckbode/
- https://www.facebook.com/BeckBodeWM/
- HTTP://WWW.BECKBODE.COM/
- https://www.intentionaladvice.com/
- https://www.linkedin.com/in/benjamin-beck-cfp%C2%AE-ba93709/
- https://www.facebook.com/forgingelitefinance
- https://www.instagram.com/forgingelitefinance/
- https://www.facebook.com/forgingelitefinance
- https://www.tiktok.com/@forgingelitefinance
- https://www.forgingelitefinance.com
Official SEC filing: View on IAPD