BEACON WEALTHCARE LLC
CRD #312556 SEC #801-120334 RALEIGH, NC 919-821-5225
SEC Registered
Total AUM
$262.8M
Discretionary
$261.1M
Employees
6
Clients
10
Accounts
879
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $262.8M | $261.1M | $1.8M | 6 | 3 |
| Feb 2024 | $227M | $225.5M | $1.6M | 7 | 3 |
| Jan 2024 | $227M | $225.5M | $1.6M | 7 | 3 |
| Jun 2023 | $199.5M | $196.9M | $2.6M | 6 | 0 |
| Mar 2023 | $199.5M | $196.9M | $2.6M | 6 | 0 |
| Jan 2023 | $192.3M | $189.7M | $2.7M | 5 | 0 |
| Aug 2022 | $235.8M | $232.9M | $2.9M | 5 | 0 |
| Jun 2022 | $235.8M | $232.9M | $2.9M | 6 | 0 |
| May 2022 | $235.8M | $232.9M | $2.9M | 6 | 0 |
| Feb 2022 | $235.8M | $232.9M | $2.9M | 5 | 0 |
| Jan 2022 | $235.8M | $232.9M | $2.9M | 5 | 0 |
| Apr 2021 | $202.8M | $198.1M | $4.7M | 5 | 0 |
| Jan 2021 | $202.8M | $198.1M | $4.7M | 5 | 0 |
| Jan 2021 | $202.8M | $198.1M | $4.7M | 5 | 0 |
DateJan 2025
Total AUM$262.8M
Discretionary$261.1M
Non-Disc.$1.8M
Employees6
Clients3
DateFeb 2024
Total AUM$227M
Discretionary$225.5M
Non-Disc.$1.6M
Employees7
Clients3
DateJan 2024
Total AUM$227M
Discretionary$225.5M
Non-Disc.$1.6M
Employees7
Clients3
DateJun 2023
Total AUM$199.5M
Discretionary$196.9M
Non-Disc.$2.6M
Employees6
Clients0
DateMar 2023
Total AUM$199.5M
Discretionary$196.9M
Non-Disc.$2.6M
Employees6
Clients0
DateJan 2023
Total AUM$192.3M
Discretionary$189.7M
Non-Disc.$2.7M
Employees5
Clients0
DateAug 2022
Total AUM$235.8M
Discretionary$232.9M
Non-Disc.$2.9M
Employees5
Clients0
DateJun 2022
Total AUM$235.8M
Discretionary$232.9M
Non-Disc.$2.9M
Employees6
Clients0
DateMay 2022
Total AUM$235.8M
Discretionary$232.9M
Non-Disc.$2.9M
Employees6
Clients0
DateFeb 2022
Total AUM$235.8M
Discretionary$232.9M
Non-Disc.$2.9M
Employees5
Clients0
DateJan 2022
Total AUM$235.8M
Discretionary$232.9M
Non-Disc.$2.9M
Employees5
Clients0
DateApr 2021
Total AUM$202.8M
Discretionary$198.1M
Non-Disc.$4.7M
Employees5
Clients0
DateJan 2021
Total AUM$202.8M
Discretionary$198.1M
Non-Disc.$4.7M
Employees5
Clients0
DateJan 2021
Total AUM$202.8M
Discretionary$198.1M
Non-Disc.$4.7M
Employees5
Clients0