BEACON WEALTH ADVISORS, LLC
CRD #171748 SEC #801-121468 MCHENRY, IL 815-385-3899
SEC Registered
Total AUM
$143.5M
Discretionary
$143.5M
Employees
4
Clients
26
Accounts
1,043
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2023 | $143.5M | $143.5M | $0 | 4 | 2 |
| Mar 2023 | $136.8M | $136.8M | $0 | 4 | 2 |
| Aug 2022 | $133.9M | $133.9M | $0 | 4 | 0 |
| Feb 2022 | $141.7M | $141.7M | $0 | 4 | 0 |
| Oct 2021 | $123.5M | $123.5M | $0 | 4 | 0 |
| Jul 2021 | $123.5M | $123.5M | $0 | 5 | 0 |
| Jun 2021 | $123.5M | $123.5M | $0 | 4 | 0 |
| May 2021 | $123.5M | $123.5M | $0 | 4 | 0 |
DateApr 2023
Total AUM$143.5M
Discretionary$143.5M
Non-Disc.$0
Employees4
Clients2
DateMar 2023
Total AUM$136.8M
Discretionary$136.8M
Non-Disc.$0
Employees4
Clients2
DateAug 2022
Total AUM$133.9M
Discretionary$133.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$141.7M
Discretionary$141.7M
Non-Disc.$0
Employees4
Clients0
DateOct 2021
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees4
Clients0
DateJul 2021
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees5
Clients0
DateJun 2021
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees4
Clients0
DateMay 2021
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees4
Clients0