CRD: 338731
Beacon Light Wealth Management
$39.1M Total AUM
$39.1M Disc. AUM
-- 3Y CAGR
3 Employees
151 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Beacon elementOak
- Established Date
- 01-01-2026
- Office Locations
- 1
Office Locations
Carnegie Office Park Building TWO 600 N. Bell Avenue, Suite 130 Carnegie PA
About Beacon Light Wealth Management
Beacon Light Wealth Management is a Carnegie-based RIA. The firm has been operating for 0 years. Managing $39.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$19.6M AVG AUM / ADVISOR
$259.1K AVG AUM / CLIENT
0.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Frontier Capital pathway
Client Personas
Catalyst Timber beacon Vital ember
Custodian
Insight insight
Investment Themes
Optima Capital Beacon Beacon foundation
Investment Vehicles
Ridge
Platform
Atlas radial
Services
Wave Pathway horizon North quantum Catalyst unison Fusion Eagle radial Glacier glacier Momentum fusion Vector atlas Pioneer
Technology
Vertex Fusion element
Owner & Executives
Hayden Michael Gaus
Chief Compliance Officer
- CRD
- #6900053
- Ownership
- Less than 5%
(975) 881-6730
bridge.quantum@optimacapital.com
in linkedin.com/in/catalyst-timber
Showing 1 of 1 owners & executives
Unlock allContacts
R
Robert Finn
--
- CRD
- #7077915
(785) 263-1029
harbor.matrix@quantumcapital.com
in linkedin.com/in/quantum-element
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,122,800 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,122,800 | -- |
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Separately Managed Accounts
Total SMA Asset: $39,122,800
Equity - Exchange:
40.5% Public Funds:
41.9% Cash:
17.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $214,260,563 | 40.5% |
| Public Funds | $221,667,101 | 41.9% |
| Cash | $93,110,764 | 17.6% |
| Total | $529,038,428 | 100.0% |