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Beacon Light Wealth Management
Lighting the Way to a Brighter Financial Future | Beacon Light Wealth Management was founded with a simple goal: to create a firm where planning is thoughtful,...
Beacon Light Wealth Management
Lighting the Way to a Brighter Financial Future | Beacon Light Wealth Management was founded with a simple goal: to create a firm where planning is thoughtful, communication is clear, and relationships are built for the long term.
General information
Firm type
RIA
Frequently asked questions
What investment approach does Beacon Light Wealth Management use?
As an RIA, Beacon Light likely follows a traditional fiduciary model, constructing diversified portfolios for clients. Without public disclosure, the specific asset allocation or strategy cannot be confirmed (per public record).
Is Beacon Light Wealth Management a single-family office?
The firm is registered as an RIA, not a single-family office. Its stated business is providing wealth management services to multiple clients, suggesting a multi-client advisory model (per SEC registration records).
Does Beacon Light Wealth Management invest directly in private companies?
No publicly available information indicates direct private company investments. The firm's focus may be on public market securities and alternative investment funds, but this is unconfirmed.
Where is Beacon Light Wealth Management headquartered?
No headquarters location is publicly listed for this firm based on the sources available. The firm's physical address is not disclosed in public records.
Who manages Beacon Light Wealth Management's investment decisions?
No named principals or investment committee members are identified in public sources. The firm's advisory team is not disclosed through its SEC filings or website.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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