BEACON ASSOCIATES WEALTH MANAGEMENT, LLC
CRD #318651 SEC #801-135234 MAUMEE, OH 419-482-0280
SEC Registered
Total AUM
$100.8M
Discretionary
$100.8M
Employees
4
Clients
--
Accounts
836
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 24, 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 |
|---|---|---|---|---|
| WISE, STEVEN, VERLIN | I | MANAGING MEMBER/CCO | E | Control |
Registrations
Federal
IA
Dec 24, 2025 REGISTERED
Notice Filings (3)
MI NC OH
Address
1755 INDIANWOOD CIRCLE,SUITE 200
MAUMEE, OH 43537
United States
Phone: 419-482-0280