Beacon Light Wealth Management

Overview

Beacon Light Wealth Management is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Its revenue model includes both percentage-of-AUM fees and fixed fees. The adviser is primarily domestic in ownership and does not position itself as a capital allocator. It does not identify as an active ESG investor and is not set up as a multi-state adviser. Beacon Light maintains an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives