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Beacon Associates Wealth Management, LLC

● SEC registered since 2026CRD 318651SEC# 801-135234Maumee, OH
Export (members)
Reg. AUM
$100.8M
Employees
4
Accounts
836
Location
Maumee, OH

Beacon Associates Wealth Management, LLC assets under management

Beacon Associates Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Maumee, OH. The firm has been registered since 2026. It reports $100.8 million in regulatory assets under management and employs 4 people.
www.facebook.com/beaconassociatesfinancialView on SEC.gov ↗

Beacon Associates Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Steven Verlin Wise ControlManaging Member/CcoOver 75%2022

Frequently asked questions

How much does Beacon Associates Wealth Management, LLC manage?

Beacon Associates Wealth Management, LLC reports $100.8 million in regulatory assets under management on its Form ADV.

How many employees does Beacon Associates Wealth Management, LLC have?

Beacon Associates Wealth Management, LLC reports 4 employees.

Where is Beacon Associates Wealth Management, LLC located?

Beacon Associates Wealth Management, LLC is based in Maumee, OH and has been SEC-registered since 2026.

Does Beacon Associates Wealth Management, LLC disclose fund performance?

Beacon Associates Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1755 Indianwood Circle,, Suite 200, Maumee, OH 43537
Phone419-482-0280
Fax419-482-0543
Office hours9 a.m. - 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$100.8M
Non-discretionary$0
Total (RAUM)$100.8M