BEACON ASSOCIATES WEALTH MANAGEMENT, LLC

BEACON ASSOCIATES WEALTH MANAGEMENT, LLC of MAUMEE, OH is an SEC-registered investment adviser (CRD 318651). Regulatory assets under management: $101.1M.

Registration

• CRD: 318651
• SEC file number: 801-135234
• Type: Registered investment adviser
• Location: 1755 INDIANWOOD CIRCLE,, SUITE 200, MAUMEE, OH, 43537
• Phone: 419-482-0280
• Latest filing: 2026-03-26
• Regulatory AUM: $101.1M
• Discretionary AUM: $101.1M
• Clients: 4
• Accounts: 838

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318651 on SEC IAPD (source of record)
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