Be advised. This firm is no longer registered.

Beacon Wealth Management, LLC

Beacon Wealth Management, LLC (CRD# 129523) is a financial advisory firm headquartered in Hackensack, NJ. They manage $237,865,000 in 920 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
505 Main Street, Suite 214, Hackensack, NJ 07601
http://www.beaconwealthmanagement.com/
By the Numbers
  • Total Assets Under Management
    238
    MILLION
  • Total Number of Accounts
    920
    ACCOUNTS
  • Average Account Value
    $258,549
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NJ, NY, TX

Financial Advisors at Beacon Wealth Management, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals