BEACON BRIDGE WEALTH PARTNERS, LLC of LOWER GWYNEDD, PA is an SEC-registered investment adviser (CRD 321705). Regulatory assets under management: $426.6M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Steven John Krzywicki | CHIEF EXECUTIVE OFFICER & WEALTH ADVISOR | PARTNER | — |
| James F Schmidt | WEALTH ADVISOR | PARTNER | — |
| Megan Amanda Scott | CHIEF VISION OFFICER | PARTNER | — |
| Kristen Michele Lemesevski | CHIEF OPERATING OFFICER | — |
| Michelle Anne Mccarthy | CHIEF COMPLIANCE OFFICER | — |
| STARK BRADLEY RICHARD | CHIEF COMPLIANCE OFFICER | — |
| WOODARD KEVIN SEAN | MEMBER, MANAGER AND CHIEF COMPLIANCE OFFICER | — |
| MCCARTHY MICHELLE ANNE | CHIEF COMPLIANCE OFFICER | — |
| KRZYWICKI STEVEN JOHN | CHIEF EXECUTIVE OFFICER & WEALTH ADVISOR | PARTNER | — |
| SCHMIDT JAMES F | WEALTH ADVISOR | PARTNER | — |
| SCOTT MEGAN AMANDA | CHIEF VISION OFFICER | PARTNER | — |
| Lemesevski Kristen Michele | CHIEF OPERATING OFFICER | — |