# Beckett Clark Private Wealth

Beckett Clark Private Wealth is a Multi Family Office based in Bethesda, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Bethesda, United States
- **Region:** North America
- **Address:** Greenwich, CT, United States
- **Assets under management:** Undisclosed
- **Website:** beckettclark.com

## Regulatory record

- **CRD number:** 338806
- **SEC file number:** 801-134685
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338806

## About

Beckett Clark Private Wealth, LLC is an SEC-registered investment adviser in Bethesda, MD. The firm manages approximately $29 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Sectors

- Wealth Management
- Private Wealth
- Financial Planning
- Estate Planning

## People

- William Beckett — Managing Partner
- John Clark — Managing Partner

## Questions

### Who runs investment decisions at Beckett Clark Private Wealth?

William Beckett and John Clark serve as Managing Partners and oversee investment strategy. The firm operates as a fee-only RIA, meaning portfolio decisions are made in-house without reliance on proprietary product shelves or commissions. No independent CIO is named in public materials.

### Where is Beckett Clark Private Wealth located?

The firm is headquartered in Greenwich, Connecticut, United States. It has no publicly listed additional offices. Greenwich is a historically dense concentration of hedge funds, family offices, and private capital firms.

### What wealth-origin base does Beckett Clark Private Wealth serve?

Beckett Clark serves founding entrepreneurs, multigenerational families, and corporate executives who have accumulated substantial liquid wealth. The firm does not publicly disclose specific family principals, and its wealth-origin is not attributed to a single corporate or entrepreneurial founder.

### Does Beckett Clark Private Wealth publish its AUM or track record?

No. The firm does not publicly disclose AUM, number of clients, or investment track record. It operates as a private RIA without marketing quantitative performance data. This practice is common among boutique multi-family offices that prioritize discretion.

### How does Beckett Clark Private Wealth source its investment ideas?

The firm uses internal research combined with external manager due diligence. For direct investments, it engages in syndications and partnerships with vetted sponsors in real estate and private credit. The firm does not make venture capital or early-stage tech bets, focusing instead on income-oriented and wealth-preservation strategies.

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- [Commonwealth Family Office](https://altss.com/profile/commonwealth-family-office)
- [FIRSTTEN FINANCIAL](https://altss.com/profile/firstten-financial)

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

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