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BEACON BRIDGE WEALTH PARTNERS, LLC

LOWER GWYNEDD, PA · CRD 321705 · IAPD ↗ · 484-533-6600

$426.6MRegulatory AUM
6Advisory reps
11Employees
18Clients
101-250Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — BEACON BRIDGE WEALTH PARTNERS, LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2026 — BEACON BRIDGE WEALTH PARTNERS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
November 2024 — BEACON BRIDGE WEALTH PARTNERS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
July 2024 — BEACON BRIDGE WEALTH PARTNERS, LLC moved its main office from CONSHOHOCKEN, PA to LOWER GWYNEDD, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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