BECKETT CLARK PRIVATE WEALTH, LLC

RIASEC RegisteredEst. 2025

Total AUM

$28.6M

Discretionary

$28.6M

100% of AUM

Avg account

$427K

Accounts

Employees

Advisory reps

Firm details

Headquarters: BETHESDA, Maryland
CRD number: 338806
Registered since: November 19, 2025
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI78.06%
Pension & Profit Sharing Plans12.02%
Individuals9.92%
Services: Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Beckett Clark Private Wealth, LLC is an SEC-registered limited liability company that positions itself as a capital allocator serving both high-net-worth individuals/families and institutional clients. According to its ADV snapshot, the firm offers portfolio management for individuals and small businesses, selection of third‑party advisers, and pension consulting services. Its fee model is flexible: it can charge a percentage of assets under management, hourly fees, or fixed fees. The ADV also indicates the firm is not an active ESG investor and is not registered as a multi-state adviser; the filing lists SEC registration year as 2025.