LOWER GWYNEDD, PACRD 321705Latest ADV April 30, 2026
Beacon Bridge Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lower Gwynedd, PA. Its latest Form ADV filing, dated April 30, 2026, reports $427M in regulatory assets under management, 11 employees, 1 office, and 1,113 accounts.
Assets Under Management
$427M
Employees
11
Offices
1 office
Total Clients
717
Primary office
LOWER GWYNEDD, PA
1600 N BETHLEHEM PIKE, N-200, LOWER GWYNEDD, PA, United States
Top client segmentIndividuals represent 86.9% of total clients.
Top client categories% of clientsClients
1
Individuals
86.9%
623
2
HNWI
10.5%
75
3
Banks
1.8%
13
4
Charitable
0.8%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$427Mas of April 30, 2026
Discretionary98.9%
$422M
99% of total RAUM98.9%
Non-discretionary1.1%
$5M
1% of total RAUM1.1%
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.
Total AUM$427M
Total Accounts1,113
10Y AUM Change+$427M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee65:1
10Y Employee Change+2 (+22.2%)
* 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.