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BECKETT CLARK PRIVATE WEALTH, LLC
CRD 338806 · SEC 801-134685
4500 EAST WEST HIGHWAY, SUITE 150, BETHESDA, MD, 20814, United States
Phone
301-708-8911
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$28.6M
Discretionary AUM
$28.6M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-08
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $2.8M |
| High net worth individuals | 5 | $22.4M |
| Pension/profit sharing plans | 2 | $3.4M |
All web addresses on file
Official SEC filing: View on IAPD