Beese Fulmer Private Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Canton, OH. Its latest Form ADV filing, dated March 17, 2026, reports $2.1B in regulatory assets under management, 14 employees, and 2,044 accounts.
Assets Under Management
$2.1B
Employees
14
Offices
--
Total Clients
843
Primary office
CANTON, OH
4334 MUNSON STREET NW, SUITE 102, CANTON, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.5% of total clients.
Top client categories% of clientsClients
1
Individuals
55.5%
468
2
HNWI
40.6%
342
3
Pension Plans
1.5%
13
4
Corporations
1.1%
9
5
Charitable
0.8%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.1Bas of March 17, 2026
Discretionary99.8%
$2.1B
100% of total RAUM99.8%
Non-discretionary0.2%
$5M
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.1B
Total Accounts2,044
10Y AUM Change+$1.5B (+297.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee60:1
10Y Employee Change+10 (+250.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.