Beacon Bridge Wealth Partners, LLC
● SEC registered since 2022CRD 321705SEC# 801-126385Lower Gwynedd, PA
Reg. AUM
$426.6M
Employees
11
Accounts
1,113
Location
Lower Gwynedd, PA
Beacon Bridge Wealth Partners, LLC assets under management
Beacon Bridge Wealth Partners, LLC is an investment advisory firm registered with the SEC based in Lower Gwynedd, PA. The firm has been registered since 2022. It reports $426.6 million in regulatory assets under management and employs 11 people.
Beacon Bridge Wealth Partners, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James F Schmidt Control | Wealth Advisor | Partner | 10-25% | 2022 |
| Kristen Michele Lemesevski Control | Chief Operating Officer | Under 5% | 2022 |
| Megan Amanda Scott Control | Chief Vision Officer | Partner | 10-25% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Beacon Bridge Wealth Partners, LLC manage?
Beacon Bridge Wealth Partners, LLC reports $426.6 million in regulatory assets under management on its Form ADV.
How many employees does Beacon Bridge Wealth Partners, LLC have?
Beacon Bridge Wealth Partners, LLC reports 11 employees.
Where is Beacon Bridge Wealth Partners, LLC located?
Beacon Bridge Wealth Partners, LLC is based in Lower Gwynedd, PA and has been SEC-registered since 2022.
Does Beacon Bridge Wealth Partners, LLC disclose fund performance?
Beacon Bridge Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1600 N Bethlehem Pike, N-200, Lower Gwynedd, PA 19002 |
| Phone | 484-533-6600 |
| Office hours | 8:30 To 5:00 |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1965468 |
| Discloses disciplinary history | No |
Regulatory AUM
$426.6M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$426.6Mregulatory AUM
Discretionary $421.8MNon-discretionary $4.8M