BECKERMAN WEALTH

RIASEC RegisteredEst. 2021

Total AUM

$303M

Discretionary

$295M

97% of AUM

Avg account

$467K

Accounts

650

Employees

Advisory reps

Firm details

Headquarters: OCEAN GROVE, New Jersey
CRD number: 142480
Registered since: April 23, 2021
Website: beckermaninstitutional.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI89.86%
Individuals6.96%
Pension & Profit Sharing Plans3.13%
Corporations / Businesses0.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Beckerman Wealth is an independent registered investment adviser that manages concentrated equity portfolios and provides fee-based financial planning and portfolio management for individuals, families and smaller institutions. The firm is structured as a limited liability company and was SEC-registered in 2021. Its business mix includes related services as an insurance broker and a law firm, which suggests client work that combines legal, risk-transfer and wealth management needs rather than a narrow brokerage model. Investment activity centers on publicly traded equities and exchange-traded products, with a clear preference for liquid, listed instruments. The adviser charges fees based on a percentage of assets under management and does not present itself as a capital allocator or fund manager. Beckerman Wealth is not positioned as an active ESG investor and it does not identify as a multi-state adviser.