BEACON BRIDGE WEALTH PARTNERS, LLC

CRD 321705File 801-126385

APPROVED

Retail clients

Custody

Filing as of Apr 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$426.6M

Below cohort median (national)

Discretionary AUM

$421.8M

Non-discretionary $4.8M

Clients

717

1,113 accounts

Employees

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
Website: https://www.linkedin.com/company/beacon-bridge-wealth-partners/

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, 5G

Compensation

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 11

This 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.