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Beacon Bridge Wealth Partners, LLC

● SEC registered since 2022CRD 321705SEC# 801-126385Lower Gwynedd, PA
Export (members)
Reg. AUM
$369M
Employees
9
Accounts
1,063
Location
Lower Gwynedd, PA

Beacon Bridge Wealth Partners, LLC assets under management

Beacon Bridge Wealth Partners, LLC is an investment advisory firm registered with the SEC based in Lower Gwynedd, PA. The firm has been registered since 2022. It reports $369 million in regulatory assets under management and employs 9 people.
www.linkedin.com/company/beacon-bridge-wealth-partnersView on SEC.gov ↗

Beacon Bridge Wealth Partners, LLC owners & executives

5 reported
NameTitleOwnershipSince
James F Schmidt ControlWealth Advisor | Partner10-25%2022
Kristen Michele Lemesevski ControlChief Operating OfficerUnder 5%2022
Megan Amanda Scott ControlChief Vision Officer | Partner10-25%2022
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Frequently asked questions

How much does Beacon Bridge Wealth Partners, LLC manage?

Beacon Bridge Wealth Partners, LLC reports $369 million in regulatory assets under management on its Form ADV.

How many employees does Beacon Bridge Wealth Partners, LLC have?

Beacon Bridge Wealth Partners, LLC reports 9 employees.

Where is Beacon Bridge Wealth Partners, LLC located?

Beacon Bridge Wealth Partners, LLC is based in Lower Gwynedd, PA and has been SEC-registered since 2022.

Does Beacon Bridge Wealth Partners, LLC disclose fund performance?

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

Contact & registration

Address1600 N Bethlehem Pike, N-200, Lower Gwynedd, PA 19002
Phone484-533-6600
Office hours8:30 To 5:00
SEC regionPhiladelphia Regional Office (PLRO)
CIK1965468
Discloses disciplinary historyNo

Assets under management

Discretionary$364.6M
Non-discretionary$4.4M
Total (RAUM)$369M