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.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$308MItem 5.F on the latest filing (2026-01-20); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$306M

Private client RAUM

$308MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$61.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

908

Individual clients

799

High net worth clients

109

Custody, client assets

$94.1M

SEC number

801-120334

CIK

1849336

CRD

312556

Filings on the tape

15

First filed

Jan 15, 2021

Latest filed

Jan 20, 2026

Organised

Limited Liability Company, NC

Website

beaconwc.com

• Occurred

  Jan 15, 2021
  Succession filed (Item 4)

  Beacon Wealthcare Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)

  Form ADVobserved 6 days ago
• Occurred

  Jan 15, 2021
  First Form ADV filing

  Beacon Wealthcare Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:49207651-86b9-2d7f-852d-2447ca0dd9b5

First observed

Jan 15, 2021

Last observed

Jan 20, 2026 8 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.