BEACON WEALTHCARE, INC.
CRD #108103 SEC #801-112578 RALEIGH, NC 919-821-5225
SEC Registered
Total AUM
$191.9M
Discretionary
$188.2M
Employees
5
Clients
1
Accounts
791
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2020 | $191.9M | $188.2M | $3.7M | 5 | 0 |
| Jun 2020 | $167.9M | $164M | $3.9M | 5 | 0 |
| Feb 2020 | $167.9M | $164M | $3.9M | 5 | 0 |
| Jan 2019 | $138.7M | $134.1M | $4.6M | 6 | 0 |
| Oct 2018 | $124.8M | $122.6M | $2.2M | 6 | 0 |
| Apr 2018 | $124.8M | $122.6M | $2.2M | 4 | 0 |
| Feb 2018 | $124.8M | $122.6M | $2.2M | 4 | 0 |
| Feb 2018 | $124.8M | $122.6M | $2.2M | 4 | 0 |
| Apr 2012 | $38.7M | $36.8M | $1.8M | 1 | 200 |
| Feb 2012 | $36.5M | $34.9M | $1.6M | 1 | 200 |
| Feb 2012 | $36.5M | $34.9M | $1.6M | 1 | 200 |
| Mar 2011 | $34.5M | $32.7M | $1.8M | 5 | -- |
| Oct 2009 | $31M | $26.9M | $4M | 5 | -- |
| Mar 2008 | $33.6M | $26.4M | $7.2M | 5 | -- |
| Sep 2007 | $37.3M | $31.6M | $5.8M | 5 | -- |
| Mar 2007 | $37.3M | $31.6M | $5.8M | 5 | -- |
| Mar 2006 | $41.1M | $34.2M | $6.8M | 5 | -- |
| Mar 2002 | $56.9M | $56.9M | $0 | 5 | -- |
DateSep 2020
Total AUM$191.9M
Discretionary$188.2M
Non-Disc.$3.7M
Employees5
Clients0
DateJun 2020
Total AUM$167.9M
Discretionary$164M
Non-Disc.$3.9M
Employees5
Clients0
DateFeb 2020
Total AUM$167.9M
Discretionary$164M
Non-Disc.$3.9M
Employees5
Clients0
DateJan 2019
Total AUM$138.7M
Discretionary$134.1M
Non-Disc.$4.6M
Employees6
Clients0
DateOct 2018
Total AUM$124.8M
Discretionary$122.6M
Non-Disc.$2.2M
Employees6
Clients0
DateApr 2018
Total AUM$124.8M
Discretionary$122.6M
Non-Disc.$2.2M
Employees4
Clients0
DateFeb 2018
Total AUM$124.8M
Discretionary$122.6M
Non-Disc.$2.2M
Employees4
Clients0
DateFeb 2018
Total AUM$124.8M
Discretionary$122.6M
Non-Disc.$2.2M
Employees4
Clients0
DateApr 2012
Total AUM$38.7M
Discretionary$36.8M
Non-Disc.$1.8M
Employees1
Clients200
DateFeb 2012
Total AUM$36.5M
Discretionary$34.9M
Non-Disc.$1.6M
Employees1
Clients200
DateFeb 2012
Total AUM$36.5M
Discretionary$34.9M
Non-Disc.$1.6M
Employees1
Clients200
DateMar 2011
Total AUM$34.5M
Discretionary$32.7M
Non-Disc.$1.8M
Employees5
Clients--
DateOct 2009
Total AUM$31M
Discretionary$26.9M
Non-Disc.$4M
Employees5
Clients--
DateMar 2008
Total AUM$33.6M
Discretionary$26.4M
Non-Disc.$7.2M
Employees5
Clients--
DateSep 2007
Total AUM$37.3M
Discretionary$31.6M
Non-Disc.$5.8M
Employees5
Clients--
DateMar 2007
Total AUM$37.3M
Discretionary$31.6M
Non-Disc.$5.8M
Employees5
Clients--
DateMar 2006
Total AUM$41.1M
Discretionary$34.2M
Non-Disc.$6.8M
Employees5
Clients--
DateMar 2002
Total AUM$56.9M
Discretionary$56.9M
Non-Disc.$0
Employees5
Clients--