RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Illinois
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 28, 2023
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Hook, Rachel, LynnICHIEF COMPLIANCE OFFICERNA Control
Hook, Rachel, LynnICHIEF COMPLIANCE OFFICERNA Control
Pratt, Joshua, MIMEMBERNA
Pratt, Joshua, MIMEMBERNA
Pratt, Joshua, MIMEMBERNA
Pratt, Joshua, MIMEMBERNA
Pratt, Joshua, MIMEMBERNA
Pratt, Joshua, MIMEMBERNA
Pratt, Joshua, MIMEMBERNA
Pratt, Joshua, MIMEMBERNA
Rosio, Rachel, LynnICHIEF COMPLIANCE OFFICERNA Control
MORGAN, CHRIS, CHARLESIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
MORGAN, CHRIS, CHARLESIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
MORGAN, CHRIS, CHARLESIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
MORGAN, CHRIS, CHARLESIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
MORGAN, CHRIS, CHARLESIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
MORGAN, CHRIS, CHARLESIMANAGING MEMBERD Control
MORGAN, CHRIS, CHARLESIMANAGING MEMBERD Control
MORGAN, CHRIS, CHARLESIMANAGING MEMBERD Control
Wolter, MarkIMEMBERC Control
Wolter, MarkIMEMBERC Control
Wolter, MarkIMEMBERC Control
Wolter, MarkIMEMBERC Control
Wolter, MarkIMEMBERC Control
Wolter, MarkIMEMBERC Control
Wolter, MarkIMEMBERC Control
Wolter, MarkIMEMBERC Control

Registrations

Federal

IA
Apr 28, 2023 REGISTERED

Notice Filings (4)

FL IL TX WI

Address

5435 BULL VALLEY ROAD
SUITE 224
MCHENRY, IL 60050
United States
Phone: 815-385-3899