Beacon Rock Wealth Advisors

Beacon Rock Wealth Advisors (CRD# 131592) is a financial advisory firm headquartered in Camas, WA. They manage $12,634,971 in 58 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2005 Se 192nd Ave Ste 200, Camas, WA 98607
https://business.facebook.com/reverse-mortgages-156853468426094/
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $217,844
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR, WA

Financial Advisors at Beacon Rock Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Michael Elerath, financial advisor Camas WA
Michael D. Elerath
CRD#: 1062366
2005 Se 192nd Ave Ste 200, Camas, WA 98607

Michael Elerath (CRD# 1062366) is an Investment Advisor Representative working at Beacon Rock Wealth Advisors in Camas, WA and has over 35 years of experience in the finance industry.

2
William Roller, financial advisor Camas WA
William C. Roller
CRD#: 2474343
2005 Se 192nd Ave Ste 200, Camas, WA 98607

William Roller (CRD# 2474343) is an Investment Advisor Representative working at Beacon Rock Wealth Advisors in Camas, WA and has over 30 years of experience in the finance industry.

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