Beacon Associates Wealth Management, LLC
● SEC registered since 2026CRD 318651SEC# 801-135234Maumee, OH
Reg. AUM
$101.1M
Employees
4
Accounts
838
Location
Maumee, OH
Beacon Associates Wealth Management, LLC assets under management
Beacon Associates Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Maumee, OH. The firm has been registered since 2026. It reports $101.1 million in regulatory assets under management and employs 4 people.
Beacon Associates Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Steven Verlin Wise Control | Managing Member/Cco | Over 75% | 2022 |
Frequently asked questions
How much does Beacon Associates Wealth Management, LLC manage?
Beacon Associates Wealth Management, LLC reports $101.1 million in regulatory assets under management on its Form ADV.
How many employees does Beacon Associates Wealth Management, LLC have?
Beacon Associates Wealth Management, LLC reports 4 employees.
Where is Beacon Associates Wealth Management, LLC located?
Beacon Associates Wealth Management, LLC is based in Maumee, OH and has been SEC-registered since 2026.
Does Beacon Associates Wealth Management, LLC disclose fund performance?
Beacon Associates Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1755 Indianwood Circle,, Suite 200, Maumee, OH 43537 |
| Phone | 419-482-0280 |
| Fax | 419-482-0543 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$101.1MNo change
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$101.1Mregulatory AUM
Discretionary $101.1M