BEACON ASSOCIATES WEALTH MANAGEMENT, LLC

Overview

Beacon Associates Wealth Management, LLC is a fee-based, privately owned wealth adviser that focuses on individual and family clients. The firm operates as an LLC and reports itself as a capital allocator, providing portfolio management for individuals and small businesses and serving as a selector of other advisers (sub‑advisor or third‑party manager selection). It charges a percentage-of-AUM fee and does not characterize itself as an active ESG investor. The firm lists an insurance company among its industry affiliations and is not identified as a multi-state adviser.

Assets & Accounts

Investments & Alternatives