Falists
← Back to search

BEACON WEALTHCARE LLC

CRD 312556 · SEC 801-120334

Visit website

1633 GLENWOOD AVE, RALEIGH, NC, 27608, United States

Phone

919-821-5225

Fax

919-821-1033

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$308.3M

Discretionary AUM

$306.3M

Team

6 total employees; 5 advisory reps; 3 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals799$118.8M
High net worth individuals109$189.5M

States served

CA, GA, MA, NY, NC, SC, VA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD