Beacon Wealthcare LLC
● SEC registered since 2021CRD 312556SEC# 801-120334Raleigh, NC
Reg. AUM
$308.3M
Employees
6
Accounts
908
Location
Raleigh, NC
Beacon Wealthcare LLC assets under management
Beacon Wealthcare LLC is an SEC-registered investment adviser based in Raleigh, NC. The firm has been registered since 2021. It reports $308.3 million in regulatory assets under management and employs 6 people.
Beacon Wealthcare LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Geoffrey Allan Hall Control | Member, Owner | 25-50% | 2021 |
| Jared B Korver Control | Member, Owner | 25-50% | 2021 |
| Patricia Ann Hall Control | Chief Compliance Officer | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Beacon Wealthcare LLC manage?
Beacon Wealthcare LLC reports $308.3 million in regulatory assets under management on its Form ADV.
How many employees does Beacon Wealthcare LLC have?
Beacon Wealthcare LLC reports 6 employees.
Where is Beacon Wealthcare LLC located?
Beacon Wealthcare LLC is based in Raleigh, NC and has been SEC-registered since 2021.
Does Beacon Wealthcare LLC disclose fund performance?
Beacon Wealthcare LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1633 Glenwood Ave, Raleigh, NC 27608 |
| Phone | 919-821-5225 |
| Fax | 919-821-1033 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1849336 |
| Discloses disciplinary history | No |
Regulatory AUM
$308.3M▲ 17%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$308.3Mregulatory AUM
Discretionary $306.3MNon-discretionary $2M