# Beacon Harbor Wealth Advisors

Beacon Harbor Wealth Advisors is a RIA based in Virginia Beach, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Virginia Beach, United States
- **Region:** North America
- **Address:** Virginia Beach, VA, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** beaconharborwealth.com
- **LinkedIn:** https://www.linkedin.com/company/beacon-harbor-wealth-advisors

## Regulatory record

- **CRD number:** 300243
- **SEC file number:** 801-114773
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300243

## About

Beacon Harbor Wealth Advisors was established in 2018 as a US-based registered investment advisor. The firm provides asset management, financial planning, portfolio management, and pension consulting. It serves individuals, high-net-worth individuals, trusts, and corporations across the United States. No recent operational events from the last 24 months are recorded. Team size and additional offices remain undisclosed. The firm functions as a standard wealth manager without disclosed family-office structures or proprietary vehicles.

## Sectors

- Wealth Management

## Questions

### Who runs investment decisions at Beacon Harbor Wealth Advisors?

No named principals or CIO are disclosed in available records.

### Does Beacon Harbor Wealth Advisors participate in fund commitments or only direct deals?

The firm provides portfolio management services; specific allocation methods are not detailed publicly.

### What investment stages does Beacon Harbor Wealth Advisors typically target?

The firm focuses on asset management for individuals and trusts without specified stage focus.

## Related profiles

- [Beacon Financial Planning](https://altss.com/profile/beacon-financial-planning)
- [Beacon Health System](https://altss.com/profile/beacon-health-system)

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Last updated: 2026-06-03T20:00:00.000Z

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