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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALL, PATRICIA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALL, GEOFFREY, ALLAN | I | MEMBER, OWNER | C | Control |
| HALL, GEOFFREY, ALLAN | I | MEMBER, OWNER | C | Control |
| HALL, GEOFFREY, ALLAN | I | MEMBER, OWNER | C | Control |
| HALL, GEOFFREY, ALLAN | I | MEMBER, OWNER | C | Control |
| HALL, GEOFFREY, ALLAN | I | MEMBER, OWNER | C | Control |
| HALL, GEOFFREY, ALLAN | I | MEMBER, OWNER | C | Control |
| HALL, GEOFFREY, ALLAN | I | MEMBER, OWNER | C | Control |
| HALL, GEOFFREY, ALLAN | I | MEMBER, OWNER | C | Control |
| HALL, GEOFFREY, ALLAN | I | MEMBER, OWNER | C | Control |
| HALL, GEOFFREY, ALLAN | I | MEMBER, OWNER | C | Control |
| HALL, GEOFFREY, ALLAN | I | MEMBER, OWNER | C | Control |
| HALL, GEOFFREY, ALLAN | I | MEMBER, OWNER | C | Control |
| HALL, GEOFFREY, ALLAN | I | MEMBER, OWNER | C | Control |
| HALL, GEOFFREY, ALLAN | I | MEMBER, OWNER | C | Control |
| KORVER, JARED, B | I | MEMBER, OWNER | C | Control |
| KORVER, JARED, B | I | MEMBER, OWNER | C | Control |
| KORVER, JARED, B | I | MEMBER, OWNER | C | Control |
| KORVER, JARED, B | I | MEMBER, OWNER | C | Control |
| KORVER, JARED, B | I | MEMBER, OWNER | C | Control |
| KORVER, JARED, B | I | MEMBER, OWNER | C | Control |
| KORVER, JARED, B | I | MEMBER, OWNER | C | Control |
| KORVER, JARED, B | I | MEMBER, OWNER | C | Control |
| KORVER, JARED, B | I | MEMBER, OWNER | C | Control |
| KORVER, JARED, B | I | MEMBER, OWNER | C | Control |
| KORVER, JARED, B | I | MEMBER, OWNER | C | Control |
| KORVER, JARED, B | I | MEMBER, OWNER | C | Control |
| KORVER, JARED, B | I | MEMBER, OWNER | C | Control |
| KORVER, JARED, B | I | MEMBER, OWNER | C | Control |
| SMITH, RYAN, THOMAS | I | MEMBER, OWNER | C | Control |
| SMITH, RYAN, THOMAS | I | MEMBER, OWNER | C | Control |
| SMITH, RYAN, THOMAS | I | MEMBER, OWNER | C | Control |
| SMITH, RYAN, THOMAS | I | MEMBER, OWNER | C | Control |
| SMITH, RYAN, THOMAS | I | MEMBER, OWNER | C | Control |
| SMITH, RYAN, THOMAS | I | MEMBER, OWNER | C | Control |
| SMITH, RYAN, THOMAS | I | MEMBER, OWNER | C | Control |
| SMITH, RYAN, THOMAS | I | MEMBER, OWNER | C | Control |
| SMITH, RYAN, THOMAS | I | MEMBER, OWNER | C | Control |
| SMITH, RYAN, THOMAS | I | MEMBER, OWNER | C | Control |
| SMITH, RYAN, THOMAS | I | MEMBER, OWNER | C | Control |
| SMITH, RYAN, THOMAS | I | MEMBER, OWNER | C | Control |
| SMITH, RYAN, THOMAS | I | MEMBER, OWNER | C | Control |
| SMITH, RYAN, THOMAS | I | MEMBER, OWNER | C | Control |
Registrations
Federal
IA
Jan 17, 2025 REGISTERED
Notice Filings (10)
CA FL GA MA NC NH NY SC TX VA
Address
1633 GLENWOOD AVERALEIGH, NC 27608
United States
Phone: 919-821-5225