# Beckerman Wealth

Beckerman Wealth is a RIA based in Ocean Grove, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Ocean Grove, United States
- **Region:** North America
- **Address:** Houston, TX, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** www.beckermanwealth.com
- **LinkedIn:** https://www.linkedin.com/company/daniel-beckerman-cfp%c2%ae-chfc%c2%ae-cpwa%c2%ae-5297ab9

## Regulatory record

- **CRD number:** 142480
- **SEC file number:** 801-120898
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142480

## About

Beckerman Wealth is an SEC-registered investment adviser in Ocean Grove, NJ, registered since 2021. The firm manages $303 million in assets, with $295 million on a discretionary basis. It has 6 employees and 4 investment advisers.

## Sectors

- Energy & Natural Resources
- Private Credit
- Real Estate
- Infrastructure

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- [Jackson Financial](https://altss.com/profile/jackson-financial-investment-and-retirement-services-inc)

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Last updated: 2026-07-06T01:24:12.307Z

Canonical page: https://altss.com/profile/beckerman-wealth

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