B
$28.6M Total AUM
$28.6M Disc. AUM
-- 3Y CAGR
2 Employees
16 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- CapitalMatrix +more
- Established Date
- 11-01-2025
- Office Locations
- 1
Office Locations
4500 East West Highway, Ste. 150 Bethesda MD
About Beckett Clark Private Wealth, LLC
Beckett Clark Private Wealth, LLC is a Bethesda, MD registered investment adviser serving individuals and families. The firm delivers integrated wealth strategy and disciplined portfolio management alongside estate/legacy planning, proactive tax planning, real estate analysis, cash-flow projections, and insurance advisory. Client portal access is available through Charles Schwab.
Team overview
-- AVG AGE
$28.6M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
0.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Beacon Quantum Optima Fusion vertex Alpha Pioneer glacier
Client Personas
Beacon harbor
Custodian
Catalyst Foundation Delta value
Investment Themes
Horizon fusion Oak capital Delta alpha
Investment Vehicles
Summit frontier Vertex
Services
Matrix vital Zenith pioneer Atlas focus Vital Eagle Alpha unison Capital catalyst
Technology
Timber eagle Glacier momentum Eagle north Unison legacy
Owner & Executives
K
Koby Das Clark
Chief Compliance Officer, PRIVATE WEALTH ADVISOR
- CRD
- #7396253
- Ownership
- 75% or more
(221) 640-7125
ridge.bridge@insightcapital.com
in linkedin.com/in/catalyst-ember
R
Ryan David Beckett
--
- CRD
- --
- Ownership
- 10% but less than 25%
(659) 449-3429
focus.catalyst@ridgecapital.com
in linkedin.com/in/delta-momentum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,636,000 | $427,403 |
| Non-Discretionary | $0 | -- |
| Total | $28,636,000 | $427,403 |
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Separately Managed Accounts
Total SMA Asset: $28,636,000
Public Funds:
14.5% Equity - Exchange:
65.9% Municipal Bonds:
19.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $734,285,194 | 14.5% |
| Equity - Exchange | $3,337,199,605 | 65.9% |
| Municipal Bonds | $992,551,021 | 19.6% |
| Total | $5,064,035,820 | 100.0% |