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ROOTS FIRST WEALTH MANAGEMENT
BEACON LIGHT FINANCIAL SERVICES, LLC
CRD 326161
1745 SHEA CENTER DR, 4TH FLOOR, HIGHLANDS RANCH, CO, 80129, United States
Phone
303-867-6918
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$16.6M
Discretionary AUM
$16.6M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $10.2M |
| High net worth individuals | 6 | $6.4M |
All web addresses on file
Official SEC filing: View on IAPD