Beacon Bridge Wealth Partners, LLC

Overview

Beacon Bridge Wealth Partners, LLC is an independent, SEC‑registered registered investment adviser organized as an LLC. The firm appears to position itself as a hybrid wealth manager and allocator: it provides financial planning and portfolio management for individuals, families, small businesses and institutions, and it also selects and deploys third‑party managers on client behalf. Fee arrangements include percentage‑of‑AUM billing as well as fixed fees. Advisory services listed in regulatory filings include financial planning, portfolio management for both private and institutional clients, pension consulting and the selection of other advisers. Beacon Bridge does not identify as an active ESG investor in its public profile and reports individual ownership as its owner type.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices