# Beacon Wealth Advisory

Beacon Wealth Advisory is a RIA based in Overland Park, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Overland Park, United States
- **Region:** North America
- **Address:** Overland Park, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** beaconwealthadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/beacon-wealth-advisory-llc

## Regulatory record

- **CRD number:** 287532
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287532

## About

Beacon Wealth Advisory was established in 2017 as a US-based wealth manager and registered investment advisor. The firm delivers investment advisory services that include portfolio management and financial planning. It serves individuals and high-net-worth individuals. No additional offices, team size, or recent operational events are disclosed in available records.

## Sectors

- Wealth Management

## Questions

### What services does Beacon Wealth Advisory provide?

The firm offers investment advisory services including portfolio management and financial planning to individuals and high-net-worth clients.

### When was Beacon Wealth Advisory founded?

The firm was established in 2017.

## Related profiles

- [Beacon Venture Capital](https://altss.com/profile/beacon-venture-capital)
- [Beacon Wealthcare](https://altss.com/profile/beacon-wealthcare)

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

Canonical page: https://altss.com/profile/beacon-wealth-advisory

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