Beacon Associates Wealth Management provides portfolio management for individuals and small businesses and selecting other managers.
Beacon Associates Wealth Management reports 204 clients. They include 180 individual clients and 24 high-net-worth individuals. Of its assets, 100.0% ($101M across 838 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 88% | 59% |
| High-net-worth individuals | 12% | 41% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 180 | $59.4M | 58.8% | $330K |
| High-net-worth individuals | 24 | $41.6M | 41.2% | $1.73M |
| Total | 204 | $101M | 100% | $495K |
- Clients
- 180
- Regulatory AUM
- $59.4M
- AUM share
- 58.8%
- Avg. per client
- $330K
- Clients
- 24
- Regulatory AUM
- $41.6M
- AUM share
- 41.2%
- Avg. per client
- $1.73M
Total
- Clients
- 204
- Regulatory AUM
- $101M
- AUM share
- 100%
- Avg. per client
- $495K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Beacon Associates Wealth Management is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Project-based advisory
- Hourly fees of $50 to $400 per hour, or fixed fees generally $1,000 to $10,000; negotiable, with up to half payable on engagement.
Steven Wise owns 75% or more of Beacon Associates Wealth Management. It has 4 employees, 3 of them in advisory roles.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 75% or more of Beacon Associates Wealth Management, LLC
Steven Wise
Control person · since January 2022
Besides its headquarters, Beacon Associates Wealth Management has 0 offices, with 1 listed address in 1 state.
Ohio · 1 listed address
- 1755 Indianwood Circle,, Suite 200, MaumeeHQ
Contact and registration details
- Legal name
- Beacon Associates Wealth Management, LLC
- Headquarters
- 1755 Indianwood Circle,, Suite 200, Maumee, OH 43537
- Website
- baifinancial.com
- Phone
- 419-482-0280
- @beacon-associates-maumee-ohio-
- SEC file
- 801-135234
- Structure
- Ohio LLC
- Fiscal year end
- December
Beacon Associates Wealth Management’s named custodians for separately managed accounts are Charles Schwab ($62.1M, 62%) and Fidelity ($38.6M, 38%). Beacon Associates Wealth Management has custody of $28.4M for 96 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $62.1M62%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $38.6M38%
At year end, Beacon Associates Wealth Management’s separately managed accounts were mostly in funds (79%) and bonds (10%).
What the accounts hold
- Stocks7%
- Funds79%
- Bonds10%
- Investment grade corporate bonds8%
- U.S. government and agency bonds2%
- Cash3%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Beacon Associates Wealth Management have?
Beacon Associates Wealth Management has 204 clients and manages $101 million for them, as of March 2026. They include 180 individual clients and 24 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Beacon Associates Wealth Management offer?
Beacon Associates Wealth Management provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Beacon Associates Wealth Management use?
Beacon Associates Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $62.1M and Fidelity Brokerage Services LLC (Smithfield, RI), with $38.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026
How many financial advisors does Beacon Associates Wealth Management have?
Beacon Associates Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Beacon Associates Wealth Management invest in?
At the end of its last fiscal year, Beacon Associates Wealth Management’s separately managed accounts held 79% registered funds (mutual funds, ETFs, BDCs), 8% investment grade corporate bonds, 7% exchange-traded equities, 3% cash and equivalents and 2% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Beacon Associates Wealth Management?
Beacon Associates Wealth Management’s direct owner is Steven Wise (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Beacon Associates Wealth Management get paid?
Beacon Associates Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Beacon Associates Wealth Management?
Beacon Associates Wealth Management’s main office is at 1755 Indianwood Circle,, Suite 200, Maumee, OH 43537. Its phone number is 419-482-0280. Its website is baifinancial.com.
