CRD: 321705
Beacon Bridge Wealth Partners, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-12-2022
- Office Locations
- 2
Office Locations
About Beacon Bridge Wealth Partners, LLC
Beacon Bridge Wealth Partners is a fiduciary wealth manager built around its “Total Wellness” process, integrating financial planning and portfolio management with goals tied to relationships, health, lifestyle, and purpose. The team often works with families navigating major life transitions and rising financial complexity, using ETF-centric portfolios and broader planning (tax, estate, insurance, business succession). Custodied at Schwab.
Team overview
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CRM
Custodian
Investment Themes
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Platform
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Owner & Executives
STEVEN JOHN KRZYWICKI JR
Chief Executive Officer, PARTNER, WEALTH ADVISOR
- CRD
- #3244777
- Ownership
- 50% but less than 75%
JAMES F SCHMIDT
PARTNER, Wealth Advisor
- CRD
- #5698046
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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CHRISTOPHER CHAVES
Wealth Advisor
- CRD
- #6496777
Caitlin Victoria Sigler Escoffery
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- CRD
- #7468519
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $421,775,524 | $380,321 |
| Non-Discretionary | $4,846,640 | $1,211,660 |
| Total | $426,622,164 | $383,308 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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