Beacon Associates Wealth Management, LLC
Beacon Associates Wealth Management, LLC is an SEC-registered mass-market adviser in Maumee, OH with $101.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Beacon Associates Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318651, SEC 801-135234, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $101.1M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Location
- Maumee, OH
- Employees
- 4
- Clients
- 204
- CRD
- 318651
- Ownership
- WISE, STEVEN, VERLIN
How much AUM does Beacon Associates Wealth Management, LLC have?
Beacon Associates Wealth Management, LLC reported $101.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Beacon Associates Wealth Management, LLC?
Disclosed owners and executives of Beacon Associates Wealth Management, LLC include WISE, STEVEN, VERLIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.