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Beacon Associates Wealth Management, LLC

Beacon Associates Wealth Management, LLC. CRD 318651

B

CRD: 318651

Beacon Associates Wealth Management, LLC

Maumee, OH, 43537
4194820280
baifinancial.com
$101.1M Total AUM
$101.1M Disc. AUM
-- 3Y CAGR
4 Employees
204 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail
Platforms
Summit focusCapital oak +more
Established Date
03-14-2022
Office Locations
2

Office Locations

1755 Indianwood Circle, Suite 200 Maumee OH
-- Pineville NC

About Beacon Associates Wealth Management, LLC

Beacon Associates Wealth Management (BAI Financial) is a retirement-focused RIA providing financial planning and portfolio management with an emphasis on tax-efficient retirement strategies. The team evaluates risk tolerance and runs market-scenario forecasts to build long-term retirement plans, then implements portfolio adjustments using diversified vehicles such as mutual funds, ETFs, and high-quality bonds. Primary custody includes Schwab and Fidelity.

Team overview

46 AVG AGE
$33.7M AVG AUM / ADVISOR
$495.4K AVG AUM / CLIENT
3.5 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age

Insights

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Client Personas

Harbor Glacier ridge

CRM

Timber

Custodian

Matrix Frontier Timber pathway Horizon beacon

Investment Themes

Ridge oak Vertex

Investment Vehicles

Frontier

Platform

Beacon

Services

Foundation focus Wave horizon Harbor oak Zenith pathway Harbor Wave Oak summit Peak eagle Wave

Technology

Delta Vertex unison Element Peak bridge

Owner & Executives

S

STEVEN VERLIN WISE

Chief Compliance Officer, Managing Member, President

CRD
#2584013
Ownership
75% or more
(512) 223-3811
zenith.eagle@embercapital.com
in linkedin.com/in/vertex-ember

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Contacts

H

HUNTER NICOLLE WISE

Associate

CRD
#7852324
(816) 607-5470
harbor.legacy@oakcapital.com
in linkedin.com/in/delta-vital
Q

Quinten Steven Wise

Associate

CRD
#7263661
(929) 418-6258
momentum.glacier@radialcapital.com
in linkedin.com/in/alpha-bridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-24-2025
03-26-2026
Category Assets AVG. Account size
Discretionary $101,067,667 $120,606
Non-Discretionary $0 --
Total $101,067,667 $120,606

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Separately Managed Accounts

Total SMA Asset: $101,067,667

$101.1M Total SMA
Public Funds:
15.8%
Corporate - Investment Grade:
23.6%
Equity - Exchange:
16.2%
Cash:
16.3%
U.S. Government/Agency:
28.1%
Asset class Assets Assets %
Public Funds $1,386,236,114 15.8%
Corporate - Investment Grade $2,070,580,524 23.6%
Equity - Exchange $1,421,330,699 16.2%
Cash $1,430,104,345 16.3%
U.S. Government/Agency $2,465,394,607 28.1%
Total $8,773,646,289 100.0%

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