BEACON BRIDGE WEALTH PARTNERS, LLC
CRD #321705 SEC #801-126385 LOWER GWYNEDD, PA 484-533-6600
SEC Registered
Total AUM
$369M
Discretionary
$364.6M
Employees
9
Clients
101
Accounts
1,063
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $369M | $364.6M | $4.4M | 9 | 18 |
| Feb 2025 | $369M | $364.6M | $4.4M | 9 | 18 |
| Oct 2024 | $307.7M | $303.5M | $4.2M | 9 | 8 |
| Jun 2024 | $307.7M | $303.5M | $4.2M | 9 | 8 |
| Jun 2024 | $307.7M | $303.5M | $4.2M | 9 | 8 |
| Mar 2024 | $307.7M | $303.5M | $4.2M | 9 | 8 |
| Mar 2024 | $307.7M | $303.5M | $4.2M | 9 | 8 |
| Oct 2023 | $270.8M | $270.8M | $0 | 9 | 13 |
| Sep 2023 | $270.8M | $270.8M | $0 | 9 | 13 |
| Sep 2023 | $270.8M | $270.8M | $0 | 9 | 13 |
| Mar 2023 | $270.8M | $270.8M | $0 | 9 | 13 |
| Mar 2023 | $270.8M | $270.8M | $0 | 9 | 13 |
| Mar 2023 | $270.8M | $270.8M | $0 | 9 | 13 |
| Feb 2023 | $270.8M | $270.8M | $0 | 9 | 13 |
| Jan 2023 | $272.4M | $272.4M | $0 | 9 | 0 |
| Dec 2022 | $272.4M | $272.4M | $0 | 9 | 0 |
| Dec 2022 | $272.4M | $272.4M | $0 | 9 | 0 |
| Sep 2022 | $0 | $0 | $0 | 9 | 0 |
| Jul 2022 | $0 | $0 | $0 | 1 | 0 |
DateFeb 2025
Total AUM$369M
Discretionary$364.6M
Non-Disc.$4.4M
Employees9
Clients18
DateFeb 2025
Total AUM$369M
Discretionary$364.6M
Non-Disc.$4.4M
Employees9
Clients18
DateOct 2024
Total AUM$307.7M
Discretionary$303.5M
Non-Disc.$4.2M
Employees9
Clients8
DateJun 2024
Total AUM$307.7M
Discretionary$303.5M
Non-Disc.$4.2M
Employees9
Clients8
DateJun 2024
Total AUM$307.7M
Discretionary$303.5M
Non-Disc.$4.2M
Employees9
Clients8
DateMar 2024
Total AUM$307.7M
Discretionary$303.5M
Non-Disc.$4.2M
Employees9
Clients8
DateMar 2024
Total AUM$307.7M
Discretionary$303.5M
Non-Disc.$4.2M
Employees9
Clients8
DateOct 2023
Total AUM$270.8M
Discretionary$270.8M
Non-Disc.$0
Employees9
Clients13
DateSep 2023
Total AUM$270.8M
Discretionary$270.8M
Non-Disc.$0
Employees9
Clients13
DateSep 2023
Total AUM$270.8M
Discretionary$270.8M
Non-Disc.$0
Employees9
Clients13
DateMar 2023
Total AUM$270.8M
Discretionary$270.8M
Non-Disc.$0
Employees9
Clients13
DateMar 2023
Total AUM$270.8M
Discretionary$270.8M
Non-Disc.$0
Employees9
Clients13
DateMar 2023
Total AUM$270.8M
Discretionary$270.8M
Non-Disc.$0
Employees9
Clients13
DateFeb 2023
Total AUM$270.8M
Discretionary$270.8M
Non-Disc.$0
Employees9
Clients13
DateJan 2023
Total AUM$272.4M
Discretionary$272.4M
Non-Disc.$0
Employees9
Clients0
DateDec 2022
Total AUM$272.4M
Discretionary$272.4M
Non-Disc.$0
Employees9
Clients0
DateDec 2022
Total AUM$272.4M
Discretionary$272.4M
Non-Disc.$0
Employees9
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateJul 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0