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BEACON BRIDGE WEALTH PARTNERS, LLC
CRD 321705File 801-126385
APPROVED
Retail clients
Custody
Filing as of Sep 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$426.6M
Below cohort median (national)
Discretionary AUM
$421.8M
Non-discretionary $4.8M
Clients
717
1,113 accounts
Employees
11
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Aug 12, 2022
- Principal office
- 1600 N BETHLEHEM PIKE, N-200, LOWER GWYNEDD, PA, 19002
- Phone
- 484-533-6600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $426.6M
- Discretionary AUM
- $421.8M
- Non-discretionary AUM
- $4.8M
- Discretionary accounts
- 1,109
- Non-discretionary accounts
- 4
- Total accounts
- 1,113
- AUM per client
- $595K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 6 | $5.8M |
| High net worth individuals | 75 | $245.5M |
| Banking or thrift institutions | 13 | $4.8M |
| Individuals (other than high net worth individuals) | 623 | $170.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 9 | 11 | increased by2 |
| Feb 1, 2026 | Clients | 412 | 717 | increased by305 |
| Feb 1, 2026 | AUM | $368,964,469 | $426,622,164 | increased by$57,657,695 |
| Feb 1, 2026 | Accounts | 1,063 | 1,113 | increased by50 |
| May 1, 2025 vs Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $368,964,469 | increased by$368,964,469 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 1,063 | increased by1,063 |
| Oct 1, 2022 | Employees | 1 | 9 | increased by8 |
| Sep 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BEACON BRIDGE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BEACON BRIDGE” may also match similarly-named firms). Confirm identity against each filing.
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.