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Beacon Wealthcare

Also known as beacon wealthcare

Wealth ManagerRaleigh, United StatesFounded 1998

Raleigh

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About Beacon Wealthcare

Beacon Wealthcare is a wealth manager based in Raleigh, US. Founded in 1998.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Beacon Wealthcare from SEC and IRS filings.

SEC Form ADV

Verified

Reported AUM: $308.3M
Total Clients: 908
Filing Date: January 20, 2026

Source: SEC IAPD / Form ADV Original filing Full filing details →

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Recent Filings

Public filings matched to Beacon Wealthcare across SEC, IRS, DOL and international registers — newest first.

13F

Beacon Wealthcare LLC

Jul 1, 2026 · 2026 Q2

$312.1M

13F

Beacon Wealthcare LLC

Apr 1, 2026 · 2026 Q1

$283.6M

FORM ADV

BEACON WEALTHCARE LLC

Jan 20, 2026

$308.3M

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Beacon Wealthcare?

Beacon Wealthcare is a wealth manager based in Raleigh, United States.

Where is Beacon Wealthcare headquartered?

Beacon Wealthcare is headquartered in Raleigh, United States.

When was Beacon Wealthcare founded?

Beacon Wealthcare was founded in 1998.

How can I contact Beacon Wealthcare?

Verified contact details, key decision-makers, and investment preferences for Beacon Wealthcare are available on LPbacked. Create a free account to access them.