PPrivate Fund Data Log in Join · $37/mo

James F Schmidt

Wealth Advisor | PartnerBeacon Bridge Wealth Partners, LLCCRD 5698046

About James F Schmidt

James F Schmidt is listed as Wealth Advisor | Partner at Beacon Bridge Wealth Partners, LLC in Lower Gwynedd, PA. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Beacon Bridge Wealth Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James F Schmidt work?

James F Schmidt is listed as Wealth Advisor | Partner at Beacon Bridge Wealth Partners, LLC on SEC Form ADV.

How much of Beacon Bridge Wealth Partners, LLC does James F Schmidt own?

Form ADV reports a beneficial ownership band of 10-25%.

Beacon Bridge Wealth Partners, LLC

TitleWealth Advisor | Partner
Ownership10-25%
Control personYes
Since2022