RIA Intel›Advisers›Pennsylvania›BEACON BRIDGE WEALTH PARTNERS, LLC

BEACON BRIDGE WEALTH PARTNERS, LLC

Advisory

N·LOWER GWYNEDD, PA

Data as of Jan 20, 2026 · Source: SEC Form ADV

Total AUM
$427M
1-Year AUM Growth
+19.9%
3-Year CAGR
+11.0%
Employees
6
Assets Under Management
Total AUM$427M
Discretionary AUM$422M
Non-Discretionary AUM$5M
Discretionary %98.9%
Total Clients717
Team
Total Employees6
Investment Advisers11
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record18
First FilingJul 14, 2022
Latest FilingJan 20, 2026
🔒 Full AUM trend chart and 18 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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