Beacon Bridge Wealth Partners, LLC
Beacon Bridge Wealth Partners, LLC is an SEC-registered mass-market adviser in Lower Gwynedd, PA with $426.6M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Beacon Bridge Wealth Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 321705, SEC 801-126385, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $426.6M (2026-04-30)
- Firm type
- Mass-Market Adviser
- Location
- Lower Gwynedd, PA
- Employees
- 11
- Clients
- 717
- CRD
- 321705
- Ownership
- KRZYWICKI, STEVEN, JOHN; SCHMIDT, JAMES, F; SCOTT, MEGAN, AMANDA; STARK, BRADLEY, RICHARD; Lemesevski, Kristen, Michele
How much AUM does Beacon Bridge Wealth Partners, LLC have?
Beacon Bridge Wealth Partners, LLC reported $426.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Beacon Bridge Wealth Partners, LLC?
Disclosed owners and executives of Beacon Bridge Wealth Partners, LLC include KRZYWICKI, STEVEN, JOHN, SCHMIDT, JAMES, F, SCOTT, MEGAN, AMANDA, STARK, BRADLEY, RICHARD, Lemesevski, Kristen, Michele. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.