| Name | Title | Ownership | Since |
|---|---|---|---|
| Geoffrey Allan Hall Control | Member, Owner | 25-50% | 2021 |
| Jared B Korver Control | Member, Owner | 25-50% | 2021 |
| Patricia Ann Hall Control | Chief Compliance Officer | Under 5% | 2021 |
Beacon Wealthcare LLC reports $308.3 million in regulatory assets under management on its Form ADV.
Beacon Wealthcare LLC reports 6 employees.
Beacon Wealthcare LLC is based in Raleigh, NC and has been SEC-registered since 2021.
Beacon Wealthcare LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1633 Glenwood Ave, Raleigh, NC 27608 |
| Phone | 919-821-5225 |
| Fax | 919-821-1033 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1849336 |
| Discloses disciplinary history | No |
| Discretionary | $306.3M |
| Non-discretionary | $2M |
| Total (RAUM) | $308.3M |