BEACON BRIDGE WEALTH PARTNERS, LLC

RIASEC RegisteredEst. 2022
Total AUM
$427M
Discretionary
$422M
99% of AUM
Avg account
$383K
Accounts
1,113
Employees
11
Advisory reps
9

Firm details

Headquarters
LOWER GWYNEDD, Pennsylvania
CRD number
321705
Registered since
August 12, 2022
Website
beaconbridgewealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI57.54%
  • Individuals39.97%
  • Charitable Organizations1.36%
  • Banking / Thrift Institutions1.12%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Beacon Bridge Wealth Partners, LLC is an independent registered investment adviser formed as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm charges percentage-of-assets and fixed fees and provides comprehensive advisory services including financial planning, portfolio management for individuals and small businesses as well as for institutions, pension consulting, and the selection of third‑party advisers. Beacon Bridge does not market itself as an ESG investor and is organized under individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Public Funds/Mutual Funds 16%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%, Private Funds 1%, Other 1%75%
  • Exchange Traded Equities75%
  • Public Funds/Mutual Funds16%
  • Cash & Cash Equivalents2%
  • Non-Exchange Traded Equities1%
  • US Government Bonds1%

Owners & executives

3 of 3

  • MICHELLE MCCARTHY

    Chief Compliance OfficerCRD 7682269

  • Kristen Lemesevski

    Chief Operating OfficerCRD 7088354

  • STEVEN KRZYWICKI

    Chief Executive OfficerCRD 3244777

Contacts

3 of 6

  • CHRISTOPHER CHAVES

    Investment DirectorCRD 6496777

  • JOHN JIM

    Wealth AdvisorCRD 1994523

  • PETER KEENAN

    Wealth AdvisorCRD 5625338

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 89

Active vs passive

$334M in ETFs

Passive

78%

$260M

Active

16%

$74.5M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$20.8M31,9686.22%
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Location

Primary office

LOWER GWYNEDD, PA

MONTGOMERY

Location

LOWER GWYNEDD, PA

Headquartered in LOWER GWYNEDD, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
MONTGOMERY
Address
1600 N Bethlehem Pike
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth