BEACON WEALTHCARE, INC. (CRD# 108103) is an SEC-Registered Investment Advisor (RIA), headquartered in Raleigh, NC. The SEC approved the firm to operate as an RIA in Mar 2018. In Oct 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $124.8 Million, and has discretion over 98% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
BEACON WEALTHCARE, INC. also reported in Oct 2018:
  • 6 employees, with 4 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
BEACON WEALTHCARE, INC. has no disclosure events reported to the SEC at this time.

View BEACON WEALTHCARE, INC.'s most recent Form ADV filing

BEACON WEALTHCARE, INC. has Notice Filings with the following State Securities Authorities: MA-Mar 2018, NC-Mar 2018, NH-Mar 2018, SC-Apr 2018

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