Beacon Wealthcare LLC
Beacon Wealthcare LLC is an SEC-registered mass-market adviser in Raleigh, NC with $308.3M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Beacon Wealthcare LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312556, SEC 801-120334, data through 2026-01-20.
- AUM (assets under management / regulatory AUM)
- $308.3M (2026-01-20)
- Firm type
- Mass-Market Adviser
- Location
- Raleigh, NC
- Employees
- 6
- Clients
- 908
- CRD
- 312556
- Ownership
- KORVER, JARED, B; HALL, GEOFFREY, ALLAN; SMITH, RYAN, THOMAS; HALL, PATRICIA, ANN
How much AUM does Beacon Wealthcare LLC have?
Beacon Wealthcare LLC reported $308.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-20).
Who owns Beacon Wealthcare LLC?
Disclosed owners and executives of Beacon Wealthcare LLC include KORVER, JARED, B, HALL, GEOFFREY, ALLAN, SMITH, RYAN, THOMAS, HALL, PATRICIA, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.