Beacon Bridge Wealth Partners, LLC

RIASEC Registered

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, individual-owned RIA organized as an LLC that registered with the SEC in 2022. The firm serves both high-net-worth individuals and families as well as institutional clients, acting as a capital allocator and offering a mix of fee models (percentage of AUM and fixed fees). Its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, and the selection and oversight of other advisers. Beacon Bridge reports it is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities75%
Public Funds/Mutual Funds16%
Cash & Cash Equivalents2%
Non-Exchange Traded Equities1%
US Government Bonds1%

Owners & executives

3 of 3

Steven Krzywicki
Chief Executive OfficerCRD 3244777
Kristen Lemesevski
Chief Operating OfficerCRD 7088354
Michelle Mccarthy
Chief Compliance OfficerCRD 7682269

Contacts

3 of 6

James Schmidt
Wealth Advisor, PartnerCRD 5698046
Christopher Chaves
Investment DirectorCRD 6496777
John Jim
Wealth AdvisorCRD 1994523

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 91

Active vs passive

$391M in ETFs

Passive

74%

$291M

Active

18%

$100M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR S&P 500 ETF TRUST (SPY)	State Street	Passive	Large Blend	$30.3M	40,596	7.75%

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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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