# BEACON WEALTH MANAGEMENT LLC

BEACON WEALTH MANAGEMENT LLC of HACKENSACK, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 129523
- Type: SEC-registered investment adviser
- SEC file number: 801-62704
- Location: 505 MAIN STREET, SUITE 214, HACKENSACK, NJ, 07601
- Phone: 201-447-9500
- Latest filing: 2018-03-27
- Regulatory AUM: $285.0M
- Discretionary AUM: $281.3M
- Non-discretionary AUM: $3.7M
- Clients: 8
- Accounts: 960

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| GERMAIN MARK STEVEN | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| GERMAIN ANNE NOLAN | MINORITY EQUITY MEMBER | — |
| RYDER JODY LYNN | MEMBER; MEMBER, DIRECTOR OF OPERATIONS; MINORITY EQUITY MEMBER | — |
| ZACHS ERIC | MINORITY EQUITY MEMBER | — |
| POWELL TINA CARMELLA | DIRECTOR OF BUSINESS MANAGEMENT | — |
| CROWLEY KERRY TEAHAN | MEMBER, HEAD OF OPERATIONS | — |
| CACCHIOLA CHRISTOPHER ROBERT | MEMBER, MANAGING DIRECTOR | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| 18 SQUARED TACTICAL FUND LP | Hedge Fund | — | 22 | $17.9M | $250K |


## Fund service providers (1)

- administrator: TOWER FUND SERVICES

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129523/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129523/similar
- Related entities: https://search.stillhousedata.com/firm/129523/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129523

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.