Beacon Wealth Consultants, Inc.
Beacon Wealth Consultants, Inc. is an SEC-registered mass-market adviser in Roanoke, VA with $278.3M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Beacon Wealth Consultants, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 154939, SEC 801-118970, data through 2026-06-09.
- AUM (assets under management / regulatory AUM)
- $278.3M (2026-06-09)
- Firm type
- Mass-Market Adviser
- Location
- Roanoke, VA
- Employees
- 19
- Clients
- 537
- CRD
- 154939
- Ownership
- LAYMON, RICHARD, STEPHEN; JOHNSON, WADE, LANDON; Dodson, Todd, L; CHANDLER, CASSANDRA; ZEMANN, KEVIN, RICHARD
How much AUM does Beacon Wealth Consultants, Inc. have?
Beacon Wealth Consultants, Inc. reported $278.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-09).
Who owns Beacon Wealth Consultants, Inc.?
Disclosed owners and executives of Beacon Wealth Consultants, Inc. include LAYMON, RICHARD, STEPHEN, JOHNSON, WADE, LANDON, Dodson, Todd, L, CHANDLER, CASSANDRA, ZEMANN, KEVIN, RICHARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.