Beckerman Wealth

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.

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Public Holdings

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Location & Offices