BEACON LIGHT WEALTH MANAGEMENT

BEACON LIGHT WEALTH MANAGEMENT of CARNEGIE, PA is an SEC-registered investment adviser (CRD 338731). Regulatory assets under management: $39.1M.

Registration

• CRD: 338731
• Type: Registered investment adviser
• Location: CARNEGIE OFFICE PARK BUILDING TWO, CARNEGIE, PA, 15106
• Phone: 412-992-8659
• Latest filing: 2026-07-24
• Regulatory AUM: $39.1M
• Discretionary AUM: $39.1M
• Clients: 3
• Accounts: 448

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338731 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search