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Beacon Wealth Consultants, Inc.

● SEC registered since 2020CRD 154939SEC# 801-118970Roanoke, VA
Export (members)
Reg. AUM
$236.9M
Employees
19
Accounts
1,097
Location
Roanoke, VA

Beacon Wealth Consultants, Inc. assets under management

Beacon Wealth Consultants, Inc. is a registered investment adviser overseen by the SEC based in Roanoke, VA. The firm has been registered since 2020. It reports $236.9 million in regulatory assets under management and employs 19 people.
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Beacon Wealth Consultants, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Cassandra C. LaymonOwner/President10-25%2012
Hillary Ann Sunderland ControlChief Investment OfficerUnder 5%2017
Jacob David Preston ControlDirector Of Advisory ServicesUnder 5%2022
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Frequently asked questions

How much does Beacon Wealth Consultants, Inc. manage?

Beacon Wealth Consultants, Inc. reports $236.9 million in regulatory assets under management on its Form ADV.

How many employees does Beacon Wealth Consultants, Inc. have?

Beacon Wealth Consultants, Inc. reports 19 employees.

Where is Beacon Wealth Consultants, Inc. located?

Beacon Wealth Consultants, Inc. is based in Roanoke, VA and has been SEC-registered since 2020.

Does Beacon Wealth Consultants, Inc. disclose fund performance?

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

Contact & registration

Address302 Washington Ave. SW, Roanoke, VA 24016-4312
Phone540-345-3891
Fax888-971-3687
Office hours8 a.m. To 5 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$236.7M
Non-discretionary$166K
Total (RAUM)$236.9M