Beacon Associates Wealth Management, LLC: new SEC registration, $101M AUM, Maumee, OH
Beacon Associates Wealth Management, LLC (Maumee, Ohio): new SEC registration, $101M AUM, Maumee, OH. Its amount of 101 is below the median of 134 (11th percentile). Dated 280 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 101 · 11th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 36 related OH NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Beacon Associates Wealth Management, LLC |
| Legal name | Beacon Associates Wealth Management, LLC |
| CRD | 318651 |
| Status | Approved |
| Registered with the SEC | 2026-01-29 |
| Latest Form ADV filing | 2026-03-26 |
| Location | Maumee, OH, United States |
| Regulatory AUM | $101,067,667 |
| Accounts | 838 |
| Employees | 4 |
| Website | https://www.facebook.com/beaconassociatesfinancial |
| amount percentile | 11th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (37 OH records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-01-29
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (OH first): Drive Capital LLC · Woodland Wealth Partners · The Connor Group Fund Manager, LLC · The O.H.I.O. Fund · Arg Private Wealth, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Beacon Associates Wealth Management, LLC and 37 Ohio peers
- Ohio NewRiaPulse records like this one: 37
- Beacon Associates Wealth Management, LLC's amount: 11th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Ohio peer: $7,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $101M under management.
- Website on file.
What is the NewRiaPulse record for Beacon Associates Wealth Management, LLC in Maumee, Ohio?
Beacon Associates Wealth Management, LLC received SEC registration as an investment adviser (2026-01-29) with $101,067,667 in regulatory assets under management, based in Maumee, OH.
How does Beacon Associates Wealth Management, LLC compare to other Ohio NewRiaPulse records?
Its amount of 101 is below the median (11th percentile); smaller records often move faster and face less competition. It is 280 days old; check the official source for later updates before acting.
Beacon Associates Wealth Management, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Beacon Associates Wealth Management, LLC | Maumee, OH | 101 | 11th | 2026-01-29 |
| Crafted Finance, LLC | 103 | 14th | 2026-09-17 | |
| Wealth Strategies Group | Newport Beach, CA | 103 | 14th | 2026-09-15 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Ohio NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.