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BEESE FULMER PRIVATE WEALTH MANAGEMENT

CANTON, OH · CRD 109882 · IAPD ↗ · beesefulmer.com · 330-454-6555

$2.06BRegulatory AUM
7Advisory reps
14Employees
0Clients
11-25Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — BEESE FULMER PRIVATE WEALTH MANAGEMENT reported RAUM up 30% ($1.58B -> $2.06B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2026 — BEESE FULMER PRIVATE WEALTH MANAGEMENT now reports custody of client assets ($310.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
72
December 2025 — BEESE FULMER PRIVATE WEALTH MANAGEMENT grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
July 2025 — BEESE FULMER PRIVATE WEALTH MANAGEMENT notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — BEESE FULMER PRIVATE WEALTH MANAGEMENT notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — BEESE FULMER PRIVATE WEALTH MANAGEMENT reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.