RIA Intel›Advisers›Virginia›BEACON HARBOR WEALTH ADVISORS, INC.

BEACON HARBOR WEALTH ADVISORS, INC.

Advisory

N·VIRGINIA BEACH, VA

Data as of Feb 19, 2026 · Source: SEC Form ADV

Total AUM
$608M
1-Year AUM Growth
+8.0%
3-Year CAGR
+10.9%
Employees
5
Assets Under Management
Total AUM$608M
Discretionary AUM$608M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients628
Team
Total Employees5
Investment Advisers8
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record20
First FilingJan 31, 2019
Latest FilingFeb 19, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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