BECKERMAN INSTITUTIONAL, LLC
Legal name: BECKERMAN WEALTH
CRD #142480 SEC #801-120898 OCEAN GROVE, NJ 877-892-7738
SEC Registered
Total AUM
$253.4M
Discretionary
$243.7M
Employees
6
Clients
101
Accounts
622
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $253.4M | $243.7M | $9.7M | 6 | 0 |
| Mar 2024 | $219.9M | $213M | $7M | 6 | 0 |
| Mar 2023 | $184.5M | $179.3M | $5.2M | 6 | 0 |
| Mar 2022 | $149.3M | $143.4M | $5.9M | 4 | 0 |
| Mar 2021 | $119.5M | $103M | $16.5M | 4 | 0 |
DateMar 2025
Total AUM$253.4M
Discretionary$243.7M
Non-Disc.$9.7M
Employees6
Clients0
DateMar 2024
Total AUM$219.9M
Discretionary$213M
Non-Disc.$7M
Employees6
Clients0
DateMar 2023
Total AUM$184.5M
Discretionary$179.3M
Non-Disc.$5.2M
Employees6
Clients0
DateMar 2022
Total AUM$149.3M
Discretionary$143.4M
Non-Disc.$5.9M
Employees4
Clients0
DateMar 2021
Total AUM$119.5M
Discretionary$103M
Non-Disc.$16.5M
Employees4
Clients0