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BEACON WEALTH CONSULTANTS, INC.

ROANOKE, VA · CRD 154939 · IAPD ↗ · lightpointportfoliosolutions.com · 540-345-3891

$278.3MRegulatory AUM
15Advisory reps
19Employees
4Clients
251-500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — BEACON WEALTH CONSULTANTS, INC. added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2026 — BEACON WEALTH CONSULTANTS, INC. began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
42
December 2025 — BEACON WEALTH CONSULTANTS, INC. notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2025 — BEACON WEALTH CONSULTANTS, INC. grew from 12 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
September 2024 — BEACON WEALTH CONSULTANTS, INC. notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
March 2024 — BEACON WEALTH CONSULTANTS, INC. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
March 2024 — BEACON WEALTH CONSULTANTS, INC. grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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