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BEACON WEALTHCARE LLC

RALEIGH, NC · CRD 312556 · IAPD ↗ · beaconwc.com · 919-821-5225

$308.3MRegulatory AUM
5Advisory reps
6Employees
3Clients
1-10Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
February 2024 — BEACON WEALTHCARE LLC grew from 3 to 5 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.