BEACON WEALTH MANAGEMENT LLC
Legal name: BEACON WEALTH MANAGEMENT, LLC
CRD #129523 SEC #801-62704 HACKENSACK, NJ 201-447-9500
SEC Registered Private Funds
Total AUM
$285M
Discretionary
$281.3M
Employees
8
Clients
101
Accounts
960
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $285M | $281.3M | $3.7M | 8 | 223 |
| Aug 2017 | $237.9M | $235.4M | $2.5M | 9 | 200 |
| Aug 2017 | $237.9M | $235.4M | $2.5M | 9 | 200 |
| Mar 2017 | $237.9M | $235.4M | $2.5M | 9 | 200 |
| Sep 2016 | $221M | $219.1M | $2M | 9 | 200 |
| Sep 2016 | $221M | $219.1M | $2M | 9 | 200 |
| Aug 2016 | $221M | $219.1M | $2M | 9 | 200 |
| Apr 2016 | $221M | $219.1M | $2M | 9 | 200 |
| Mar 2016 | $221M | $219.1M | $2M | 9 | 200 |
| Mar 2015 | $263.1M | $234.6M | $28.5M | 7 | 26 |
| Apr 2014 | $280.4M | $251.5M | $29M | 8 | 26 |
| Mar 2014 | $280.4M | $251.5M | $29M | 8 | 26 |
| Mar 2013 | $269.6M | $215.7M | $53.9M | 8 | 26 |
| Jun 2012 | $237.6M | $190.7M | $46.9M | 6 | 26 |
| Feb 2012 | $237.6M | $190.7M | $46.9M | 6 | 26 |
| Feb 2012 | $237.6M | $190.7M | $46.9M | 6 | 26 |
| Jul 2011 | $223.6M | $188.9M | $34.6M | 10 | -- |
| Mar 2011 | $223.6M | $188.9M | $34.6M | 10 | -- |
| Jun 2010 | $311M | $255M | $56M | 10 | -- |
| Jun 2010 | $325M | $265M | $60M | 10 | -- |
| Mar 2010 | $325M | $265M | $60M | 10 | -- |
| Mar 2008 | $240M | $180M | $60M | 10 | -- |
| Feb 2007 | $190M | $130M | $60M | 10 | -- |
| Feb 2006 | $150M | $90M | $60M | 5 | -- |
| Sep 2005 | $51.5M | $37M | $14.5M | 5 | -- |
| Jan 2005 | $51.5M | $37M | $14.5M | 5 | -- |
| Jun 2004 | $37M | $25.5M | $11.6M | 5 | -- |
| Jan 2004 | $0 | $0 | $0 | 5 | -- |
DateMar 2018
Total AUM$285M
Discretionary$281.3M
Non-Disc.$3.7M
Employees8
Clients223
DateAug 2017
Total AUM$237.9M
Discretionary$235.4M
Non-Disc.$2.5M
Employees9
Clients200
DateAug 2017
Total AUM$237.9M
Discretionary$235.4M
Non-Disc.$2.5M
Employees9
Clients200
DateMar 2017
Total AUM$237.9M
Discretionary$235.4M
Non-Disc.$2.5M
Employees9
Clients200
DateSep 2016
Total AUM$221M
Discretionary$219.1M
Non-Disc.$2M
Employees9
Clients200
DateSep 2016
Total AUM$221M
Discretionary$219.1M
Non-Disc.$2M
Employees9
Clients200
DateAug 2016
Total AUM$221M
Discretionary$219.1M
Non-Disc.$2M
Employees9
Clients200
DateApr 2016
Total AUM$221M
Discretionary$219.1M
Non-Disc.$2M
Employees9
Clients200
DateMar 2016
Total AUM$221M
Discretionary$219.1M
Non-Disc.$2M
Employees9
Clients200
DateMar 2015
Total AUM$263.1M
Discretionary$234.6M
Non-Disc.$28.5M
Employees7
Clients26
DateApr 2014
Total AUM$280.4M
Discretionary$251.5M
Non-Disc.$29M
Employees8
Clients26
DateMar 2014
Total AUM$280.4M
Discretionary$251.5M
Non-Disc.$29M
Employees8
Clients26
DateMar 2013
Total AUM$269.6M
Discretionary$215.7M
Non-Disc.$53.9M
Employees8
Clients26
DateJun 2012
Total AUM$237.6M
Discretionary$190.7M
Non-Disc.$46.9M
Employees6
Clients26
DateFeb 2012
Total AUM$237.6M
Discretionary$190.7M
Non-Disc.$46.9M
Employees6
Clients26
DateFeb 2012
Total AUM$237.6M
Discretionary$190.7M
Non-Disc.$46.9M
Employees6
Clients26
DateJul 2011
Total AUM$223.6M
Discretionary$188.9M
Non-Disc.$34.6M
Employees10
Clients--
DateMar 2011
Total AUM$223.6M
Discretionary$188.9M
Non-Disc.$34.6M
Employees10
Clients--
DateJun 2010
Total AUM$311M
Discretionary$255M
Non-Disc.$56M
Employees10
Clients--
DateJun 2010
Total AUM$325M
Discretionary$265M
Non-Disc.$60M
Employees10
Clients--
DateMar 2010
Total AUM$325M
Discretionary$265M
Non-Disc.$60M
Employees10
Clients--
DateMar 2008
Total AUM$240M
Discretionary$180M
Non-Disc.$60M
Employees10
Clients--
DateFeb 2007
Total AUM$190M
Discretionary$130M
Non-Disc.$60M
Employees10
Clients--
DateFeb 2006
Total AUM$150M
Discretionary$90M
Non-Disc.$60M
Employees5
Clients--
DateSep 2005
Total AUM$51.5M
Discretionary$37M
Non-Disc.$14.5M
Employees5
Clients--
DateJan 2005
Total AUM$51.5M
Discretionary$37M
Non-Disc.$14.5M
Employees5
Clients--
DateJun 2004
Total AUM$37M
Discretionary$25.5M
Non-Disc.$11.6M
Employees5
Clients--
DateJan 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--