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BECKERMAN WEALTH
Legal name: BECKERMAN INSTITUTIONAL, LLC
CRD 142480File 801-120898
APPROVED
Retail clients
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$303.3M
Below cohort median (national)
Discretionary AUM
$294.8M
Non-discretionary $8.5M
Clients
217
650 accounts
Employees
6
Below cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 23, 2021
- Principal office
- 77 MAIN AVENUE, SUITE 1A, OCEAN GROVE, NJ, 07756
- Phone
- 877-892-7738
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $303.3M
- Discretionary AUM
- $294.8M
- Non-discretionary AUM
- $8.5M
- Discretionary accounts
- 618
- Non-discretionary accounts
- 32
- Total accounts
- 650
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $153K |
| High net worth individuals | 139 | $272.5M |
| Pension and profit sharing plans | 10 | $9.5M |
| Individuals (other than high net worth individuals) | 67 | $21.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.