# BEACON WEALTH ADVISORS, LLC

BEACON WEALTH ADVISORS, LLC of MCHENRY, IL is an SEC-registered investment adviser.

## Registration

- CRD: 171748
- Type: SEC-registered investment adviser
- SEC file number: 801-121468
- Location: 5435 BULL VALLEY ROAD, SUITE 224, MCHENRY, IL, 60050
- Phone: 815-385-3899
- Latest filing: 2023-04-28
- Regulatory AUM: $143.5M
- Discretionary AUM: $143.5M
- Clients: 4
- Accounts: 1,043

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| MORGAN DAVID CHARLES | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Pratt Joshua M | MEMBER | — |
| Wolter Mark | MEMBER | — |
| Rosio Rachel Lynn | CHIEF COMPLIANCE OFFICER | — |
| Hook Rachel Lynn | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/171748/brochure
- Similar advisers: https://search.stillhousedata.com/firm/171748/similar
- Related entities: https://search.stillhousedata.com/firm/171748/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/171748

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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.