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BEACON ASSOCIATES WEALTH MANAGEMENT, LLC

CRD 318651 · SEC 801-135234

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1755 INDIANWOOD CIRCLE,, SUITE 200, MAUMEE, OH, 43537, United States

Phone

419-482-0280

Fax

419-482-0543

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$101.1M

Discretionary AUM

$101.1M

Team

4 total employees; 3 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

No

Services

Portfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals180$59.4M
High net worth individuals24$41.6M

States served

MI, NC, OH

All web addresses on file

Official SEC filing: View on IAPD