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BEACON LIGHT WEALTH MANAGEMENT
BEACON LIGHT WEALTH MANAGEMENT LLC
CRD 338731
CARNEGIE OFFICE PARK BUILDING TWO, 600 N. BELL AVENUE, SUITE 130, CARNEGIE, PA, 15106, United States
Phone
412-992-8659
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$39.1M
Discretionary AUM
$39.1M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 141 | $23.0M |
| High net worth individuals | 10 | $16.1M |
All web addresses on file
Official SEC filing: View on IAPD