BEACON WEALTHCARE, INC.

BEACON WEALTHCARE, INC. of RALEIGH, NC is an SEC-registered investment adviser (CRD 108103). Regulatory assets under management: $191.9M.

Registration

• CRD: 108103
• SEC file number: 801-112578
• Type: Registered investment adviser
• Location: 1633 GLENWOOD AVE, RALEIGH, NC, 27608-2319
• Phone: 919-821-5225
• Latest filing: 2020-09-09
• Regulatory AUM: $191.9M
• Discretionary AUM: $188.2M
• Non-discretionary AUM: $3.7M
• Clients: 5
• Accounts: 791

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 108103 on SEC IAPD (source of record)
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