BEACON HARBOR WEALTH ADVISORS, INC.
Legal name: BEACON HARBOR WEALTH ADVISORS
CRD #300243 SEC #801-114773 VIRGINIA BEACH, VA 757-644-4545
SEC Registered
Total AUM
$625.6M
Discretionary
$625.6M
Employees
7
Clients
251
Accounts
1,599
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $625.6M | $625.6M | $0 | 7 | 15 |
| Mar 2025 | $625.6M | $625.6M | $0 | 7 | 15 |
| Feb 2025 | $625.6M | $625.6M | $0 | 7 | 15 |
| Oct 2024 | $522.3M | $522.3M | $0 | 7 | 15 |
| Oct 2024 | $522.3M | $522.3M | $0 | 7 | 15 |
| Oct 2024 | $522.3M | $522.3M | $0 | 7 | 15 |
| Oct 2024 | $522.3M | $522.3M | $0 | 7 | 15 |
| Feb 2024 | $522.3M | $522.3M | $0 | 7 | 15 |
| Oct 2023 | $483.5M | $483.5M | $0 | 7 | 15 |
| Mar 2023 | $444.7M | $444.7M | $0 | 7 | 15 |
| Feb 2023 | $444.7M | $444.7M | $0 | 7 | 15 |
| Nov 2022 | $405.4M | $405.4M | $0 | 7 | 0 |
| Sep 2022 | $405.4M | $405.4M | $0 | 7 | 0 |
| Mar 2022 | $405.4M | $405.4M | $0 | 7 | 0 |
| Mar 2021 | $357.7M | $341.5M | $16.2M | 6 | 17 |
| Jun 2020 | $318.5M | $289.1M | $29.4M | 5 | 19 |
| Mar 2020 | $318.5M | $289.1M | $29.4M | 5 | 19 |
| Jun 2019 | $210M | $201.8M | $8.2M | 5 | 15 |
| May 2019 | $0 | $0 | $0 | 5 | 0 |
| May 2019 | $0 | $0 | $0 | 5 | 0 |
| Apr 2019 | $0 | $0 | $0 | 5 | 0 |
| Feb 2019 | $0 | $0 | $0 | 5 | 0 |
| Jan 2019 | $0 | $0 | $0 | 5 | 0 |
DateJun 2025
Total AUM$625.6M
Discretionary$625.6M
Non-Disc.$0
Employees7
Clients15
DateMar 2025
Total AUM$625.6M
Discretionary$625.6M
Non-Disc.$0
Employees7
Clients15
DateFeb 2025
Total AUM$625.6M
Discretionary$625.6M
Non-Disc.$0
Employees7
Clients15
DateOct 2024
Total AUM$522.3M
Discretionary$522.3M
Non-Disc.$0
Employees7
Clients15
DateOct 2024
Total AUM$522.3M
Discretionary$522.3M
Non-Disc.$0
Employees7
Clients15
DateOct 2024
Total AUM$522.3M
Discretionary$522.3M
Non-Disc.$0
Employees7
Clients15
DateOct 2024
Total AUM$522.3M
Discretionary$522.3M
Non-Disc.$0
Employees7
Clients15
DateFeb 2024
Total AUM$522.3M
Discretionary$522.3M
Non-Disc.$0
Employees7
Clients15
DateOct 2023
Total AUM$483.5M
Discretionary$483.5M
Non-Disc.$0
Employees7
Clients15
DateMar 2023
Total AUM$444.7M
Discretionary$444.7M
Non-Disc.$0
Employees7
Clients15
DateFeb 2023
Total AUM$444.7M
Discretionary$444.7M
Non-Disc.$0
Employees7
Clients15
DateNov 2022
Total AUM$405.4M
Discretionary$405.4M
Non-Disc.$0
Employees7
Clients0
DateSep 2022
Total AUM$405.4M
Discretionary$405.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$405.4M
Discretionary$405.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$357.7M
Discretionary$341.5M
Non-Disc.$16.2M
Employees6
Clients17
DateJun 2020
Total AUM$318.5M
Discretionary$289.1M
Non-Disc.$29.4M
Employees5
Clients19
DateMar 2020
Total AUM$318.5M
Discretionary$289.1M
Non-Disc.$29.4M
Employees5
Clients19
DateJun 2019
Total AUM$210M
Discretionary$201.8M
Non-Disc.$8.2M
Employees5
Clients15
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJan 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0