DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

BEEKMAN WEALTH ADVISORY, LLC

CRD 143892

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:31c56078-bc00-d954-ea3e-5a2397d37804

Data as of Mar 15, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 20, 2012 to Mar 15, 2022
15 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $589MItem 5.F on the latest filing (2022-03-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $589MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 7
High net worth clients: 7
SEC number: 801-68302
CRD: 143892
Filings on the tape: 15
First filed: Mar 20, 2012
Latest filed: Mar 15, 2022
Organised: Limited Liability Company, New York

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ANDERSON, ELIZABETH, PRENTICE	MANAGING DIRECTOR	E	yes	05/2003	Mar 20, 2012	Mar 15, 2022
ARCHER, LAUREN, MARIE	VICE PRESIDENT	Na	no	08/2014	Dec 2, 2014	Mar 15, 2022
ZEMLANICKY, PATRICIA	CHIEF COMPLIANCE OFFICER	Na	no	10/2012	Oct 17, 2012	Mar 15, 2022

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Mar 15, 2022	$589M	$0	3	3	1	n/a	n/a
2020	Feb 18, 2021	$515M	$0	3	3	1	n/a	n/a
2019	Mar 17, 2020	$452M	$0	3	3	1	n/a	n/a
2018	Mar 11, 2019	$385M	$0	3	3	1	n/a	n/a
2017	Mar 20, 2018	$398M	$0	3	3	1	n/a	n/a
2016	Mar 17, 2017	$357M	$0	3	3	n/a	n/a	n/a
2015	Mar 29, 2016	$350M	$0	3	3	n/a	n/a	n/a
2014	Mar 10, 2015	$364M	$0	3	3	n/a	n/a	n/a
2013	Jan 31, 2014	$325M	$0	2	2	n/a	n/a	n/a
2012	Feb 20, 2013	$280M	$0	2	2	n/a	n/a	n/a
2011	Mar 20, 2012	$250M	$0	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$589M	$515M	14.3%	$385M	15.2%	3	3	1	1

Relationships

Controls (1)

← ANDERSON, ELIZABETH, PRENTICEOwnerMANAGING DIRECTOR, ownership code E, individual
Mar 20, 2012 to presentfactForm ADV

Owns (2)

← ARCHER, LAUREN, MARIEOwnerVICE PRESIDENT, ownership code NA, individual
Dec 2, 2014 to presentfactForm ADV
← ZEMLANICKY, PATRICIAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 17, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:31c56078-bc00-d954-ea3e-5a2397d37804
First observed: Mar 20, 2012
Last observed: Mar 15, 2022 55 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BEEKMAN WEALTH ADVISORY, LLC

CRD 143892

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:31c56078-bc00-d954-ea3e-5a2397d37804

Data as of Mar 15, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:31 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANDERSON, ELIZABETH, PRENTICE

MANAGING DIRECTOR

yes

05/2003

Mar 20, 2012

Mar 15, 2022

ARCHER, LAUREN, MARIE

VICE PRESIDENT

08/2014

Dec 2, 2014

Mar 15, 2022

ZEMLANICKY, PATRICIA

CHIEF COMPLIANCE OFFICER

10/2012

Oct 17, 2012

Mar 15, 2022

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 15, 2022

$589M

n/a

2020

Feb 18, 2021

$515M

n/a

2019

Mar 17, 2020

$452M

n/a

2018

Mar 11, 2019

$385M

n/a

2017

Mar 20, 2018

$398M

n/a

2016

Mar 17, 2017

$357M

n/a

2015

Mar 29, 2016

$350M

n/a

2014

Mar 10, 2015

$364M

n/a

2013

Jan 31, 2014

$325M

n/a

2012

Feb 20, 2013

$280M

n/a

2011

Mar 20, 2012

$250M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$589M

$515M

14.3%

$385M

15.2%