Beacon Light Wealth Management

Overview

Beacon Light Wealth Management is an independent registered investment adviser organized as an LLC that works primarily with individual and family clients. The firm charges a mix of percentage-of-AUM and fixed fees and lists financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory activities. FINTRX shows the adviser is not an active ESG investor, is not positioned as a capital allocator, and is not structured as a multi-state adviser. The firm also has an affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives