# BEACON ASSOCIATES WEALTH MANAGEMENT, LLC

BEACON ASSOCIATES WEALTH MANAGEMENT, LLC of MAUMEE, OH is an SEC-registered investment adviser.

## Registration

- CRD: 318651
- Type: SEC-registered investment adviser
- SEC file number: 801-135234
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Steven Verlin Wise | MANAGING MEMBER/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/318651/brochure
- Similar advisers: https://search.stillhousedata.com/firm/318651/similar
- Related entities: https://search.stillhousedata.com/firm/318651/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/318651

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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.