Beckerman Wealth
Beckerman Wealth is an SEC-registered wealth manager in Ocean Grove, NJ with $303.3M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Beckerman Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 142480, SEC 801-120898, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $303.3M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- Ocean Grove, NJ
- Employees
- 6
- Clients
- 217
- CRD
- 142480
- Ownership
- BECKERMAN, DANIEL, MARK
How much AUM does Beckerman Wealth have?
Beckerman Wealth reported $303.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Beckerman Wealth?
Disclosed owners and executives of Beckerman Wealth include BECKERMAN, DANIEL, MARK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.