Beckett Clark Private Wealth, LLC
CRD 338806SEC# 801-134685Bethesda, MD
No longer SEC-registered. Beckett Clark Private Wealth, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$28.6M
Employees
2
Accounts
67
Location
Bethesda, MD
Beckett Clark Private Wealth, LLC assets under management
Beckett Clark Private Wealth, LLC operates as an SEC-registered investment adviser based in Bethesda, MD. It reports $28.6 million in regulatory assets under management and employs 2 people.
Beckett Clark Private Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Koby Das Clark Control | Chief Compliance Officer And Private Wealth Advisor | Over 75% | 2025 |
| Ryan David Beckett | Member | 10-25% | 2025 |
Frequently asked questions
How much does Beckett Clark Private Wealth, LLC manage?
Beckett Clark Private Wealth, LLC reports $28.6 million in regulatory assets under management on its Form ADV.
How many employees does Beckett Clark Private Wealth, LLC have?
Beckett Clark Private Wealth, LLC reports 2 employees.
Where is Beckett Clark Private Wealth, LLC located?
Beckett Clark Private Wealth, LLC is based in Bethesda, MD.
Does Beckett Clark Private Wealth, LLC disclose fund performance?
Beckett Clark Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4500 East West Highway, Suite 150, Bethesda, MD 20814 |
| Office hours | 9 a.m. - 5 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$28.6MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$28.6Mregulatory AUM
Discretionary $28.6M