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BEACON LIGHT WEALTH MANAGEMENT LLC

Advisory

CARNEGIE, PA

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

Rank in PA
#1,093
of 1,528 advisers by AUM
Average account
$87K
across 448 accounts
AUM per adviser
$20M
2 advisers

Source: SEC Form ADV. Figures as filed Aug 20, 2026.

Total AUM
$39M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$39M
Discretionary AUM$39M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients151
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates In12 states
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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