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BEACON HARBOR WEALTH ADVISORS

VIRGINIA BEACH, VA · CRD 300243 · IAPD ↗ · beaconharborwealth.com · 757-644-4545

$608.3MRegulatory AUM
5Advisory reps
8Employees
15Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
November 2024 — BEACON HARBOR WEALTH ADVISORS notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
March 2024 — BEACON HARBOR WEALTH ADVISORS notice-filed in CA, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2024 — BEACON HARBOR WEALTH ADVISORS crossed $500M in regulatory AUM ($483.5M -> $522.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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