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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2018
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CACCHIOLA, CHRISTOPHER, ROBERT | I | MEMBER, MANAGING DIRECTOR | NA | |
| CROWLEY, KERRY, TEAHAN | I | MEMBER, HEAD OF OPERATIONS | NA | |
| GERMAIN, ANNE, NOLAN | I | MINORITY EQUITY MEMBER | NA | |
| GERMAIN, ANNE, NOLAN | I | MINORITY EQUITY MEMBER | NA | |
| GERMAIN, ANNE, NOLAN | I | MINORITY EQUITY MEMBER | NA | |
| GERMAIN, ANNE, NOLAN | I | MINORITY EQUITY MEMBER | NA | |
| GERMAIN, ANNE, NOLAN | I | MINORITY EQUITY MEMBER | NA | |
| GERMAIN, ANNE, NOLAN | I | MINORITY EQUITY MEMBER | NA | |
| POWELL, TINA, CARMELLA | I | DIRECTOR OF BUSINESS MANAGEMENT | NA | Control |
| POWELL, TINA, CARMELLA | I | DIRECTOR OF BUSINESS MANAGEMENT | NA | Control |
| POWELL, TINA, CARMELLA | I | DIRECTOR OF BUSINESS MANAGEMENT | NA | Control |
| POWELL, TINA, CARMELLA | I | DIRECTOR OF BUSINESS MANAGEMENT | NA | Control |
| POWELL, TINA, CARMELLA | I | DIRECTOR OF BUSINESS MANAGEMENT | NA | Control |
| POWELL, TINA, CARMELLA | I | DIRECTOR OF BUSINESS MANAGEMENT | NA | Control |
| POWELL, TINA, CARMELLA | I | DIRECTOR OF BUSINESS MANAGEMENT | NA | Control |
| POWELL, TINA, CARMELLA | I | DIRECTOR OF BUSINESS MANAGEMENT | NA | Control |
| POWELL, TINA, CARMELLA | I | DIRECTOR OF BUSINESS MANAGEMENT | NA | Control |
| GERMAIN, MARK, STEVEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GERMAIN, MARK, STEVEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GERMAIN, MARK, STEVEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GERMAIN, MARK, STEVEN | I | MANAGING MEMBER | E | Control |
| GERMAIN, MARK, STEVEN | I | MANAGING MEMBER | E | Control |
| GERMAIN, MARK, STEVEN | I | MANAGING MEMBER | E | Control |
| GERMAIN, MARK, STEVEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GERMAIN, MARK, STEVEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GERMAIN, MARK, STEVEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GERMAIN, MARK, STEVEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GERMAIN, MARK, STEVEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GERMAIN, MARK, STEVEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GERMAIN, MARK, STEVEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GERMAIN, MARK, STEVEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GERMAIN, MARK, STEVEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GERMAIN, MARK, STEVEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GERMAIN, MARK, STEVEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| GERMAIN, MARK, STEVEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| GERMAIN, MARK, STEVEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| GERMAIN, MARK, STEVEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| GERMAIN, MARK, STEVEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| GERMAIN, MARK, STEVEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| GERMAIN, MARK, STEVEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| GERMAIN, MARK, STEVEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| GERMAIN, MARK, STEVEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| GERMAIN, MARK, STEVEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| GERMAIN, MARK, STEVEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| GERMAIN, MARK, STEVEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ZACHS, ERIC | I | MINORITY EQUITY MEMBER | C | Control |
| ZACHS, ERIC | I | MINORITY EQUITY MEMBER | C | Control |
| ZACHS, ERIC | I | MINORITY EQUITY MEMBER | C | Control |
| ZACHS, ERIC | I | MINORITY EQUITY MEMBER | C | Control |
| ZACHS, ERIC | I | MINORITY EQUITY MEMBER | C | Control |
| ZACHS, ERIC | I | MINORITY EQUITY MEMBER | C | Control |
| ZACHS, ERIC | I | MINORITY EQUITY MEMBER | C | Control |
| ZACHS, ERIC | I | MINORITY EQUITY MEMBER | C | Control |
| ZACHS, ERIC | I | MINORITY EQUITY MEMBER | C | Control |
| ZACHS, ERIC | I | MINORITY EQUITY MEMBER | C | Control |
| ZACHS, ERIC | I | MINORITY EQUITY MEMBER | C | Control |
| RYDER, JODY, LYNN | I | MEMBER | B | |
| RYDER, JODY, LYNN | I | MEMBER | B | |
| RYDER, JODY, LYNN | I | MEMBER, DIRECTOR OF OPERATIONS | B | |
| RYDER, JODY, LYNN | I | MINORITY EQUITY MEMBER | B | |
| ZACHS, ERIC | I | MINORITY EQUITY MEMBER | B |
Registrations
Federal
IA
Mar 27, 2018 REGISTERED
Notice Filings (8)
AZ CA CT FL MA NJ NY TX
Address
505 MAIN STREETSUITE 214
HACKENSACK, NJ 07601
United States
Phone: 201-447-9500