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BEACON BRIDGE WEALTH PARTNERS, LLC
CRD 321705 · SEC 801-126385
1600 N BETHLEHEM PIKE, N-200, LOWER GWYNEDD, PA, 19002, United States
Phone
484-533-6600
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$426.6M
Discretionary AUM
$421.8M
Team
11 total employees; 6 advisory reps; 18 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 623 | $170.5M |
| High net worth individuals | 75 | $245.5M |
| Banking/thrift institutions | 13 | $4.8M |
| Charitable organizations | 6 | $5.8M |
States served
DE, GA, MD, NJ, NY, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD