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BEACON HARBOR WEALTH ADVISORS

BEACON HARBOR WEALTH ADVISORS, INC.

CRD 300243 · SEC 801-114773

Visit website

440 VIKING DRIVE, SUITE 200, VIRGINIA BEACH, VA, 23452, United States

Phone

757-644-4545

Fax

757-644-4373

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$608.3M

Discretionary AUM

$608.3M

Team

8 total employees; 5 advisory reps; 15 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-02-19

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals392$123.7M
High net worth individuals180$457.7M

States served

AZ, GA, LA, NC, SC, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD