SEC Form ADV · CIK 1849336

BEACON WEALTHCARE LLC

Firm profile: Beacon Wealthcare — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNC

$308.3M

Assets Under Management

908

Total Clients

Employees

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Registration Details

CIK: 1849336
Accession: CRD-312556
Location: RALEIGH, NC
Filing Date: January 20, 2026
AUM: $308.3M
Total Clients: 908
Employees: 6
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

BEACON WEALTHCARE LLC is a registered investment adviser headquartered in RALEIGH, NC, managing approximately $308.3M in assets across 908 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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