Asset ManagerRIA · CRD 338731SEC-Registered

Updated:

Beacon Light Wealth Management

Beacon Light Wealth Management is an SEC-registered RIA serving high-net-worth clients.

Beacon Light Wealth Management

Beacon Light Wealth Management is registered as an SEC-registered investment adviser, indicating it provides discretionary asset management services to individuals and institutions. Without public disclosure of its founding year or named principals, the firm's origin story and leadership structure remain opaque. The firm's strategy likely involves constructing client portfolios across traditional asset classes such as equities and fixed income, potentially including alternative investments. However, no specific portfolio companies, co-investors, or geographic focus areas have been publicly reported (per public record). Due to the lack of public information, the firm's scale, team size, and additional offices cannot be verified. No recent operational events or adjacent vehicles have been identified. A key structural differentiator is the firm's RIA registration, which places it under SEC regulatory oversight — a posture that imposes fiduciary duties and periodic reporting. This regulatory framework shapes its compliance obligations and client disclosure practices, though the absence of publicly available ADV filings in this record limits further analysis.

General information

Firm type

RIA

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

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.

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