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

BEACON WEALTH MANAGEMENT, LLC

BEACON WEALTH MANAGEMENT LLC, CRD 129523

HACKENSACK, NJ

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:d4c38dfb-74e4-61a7-5de6-587070f2bf98

Data as of Mar 27, 2018 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 0
On other graphs: 1
Observed: Feb 3, 2012 to Mar 27, 2018
16 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

Beacon Wealth Management, LLC

Affiliate · shared crd

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: $285MItem 5.F on the latest filing (2018-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $281M
Private client RAUM: $245MderivedItem 5.D individuals plus high net worth individuals
Private client share: 86%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 960
Individual clients: 91
High net worth clients: 118
Private funds: 1Schedule D 7.B(1)
Private fund GAV: $17.9Mgross asset value as reported per fund; never fund size
Custody, client assets: $20.8M
SEC number: 801-62704
CRD: 129523
Filings on the tape: 16
First filed: Feb 3, 2012
Latest filed: Mar 27, 2018
Organised: Limited Liability Company, New Jersey

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
18 SQUARED TACTICAL FUND LP	Hedge Fund	$17.9M	Mar 27, 2018	22	Feb 3, 2012	reported	n/a

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
GERMAIN, MARK, STEVEN	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	04/2003	Feb 3, 2012	Mar 27, 2018
CACCHIOLA, CHRISTOPHER, ROBERT	MEMBER, MANAGING DIRECTOR	Na	no	03/2018	Mar 27, 2018	Mar 27, 2018
CROWLEY, KERRY, TEAHAN	MEMBER, HEAD OF OPERATIONS	Na	no	03/2018	Mar 27, 2018	Mar 27, 2018

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
2017	Mar 27, 2018	$285M	$281M	8	6	0	1	$17.9M
2016	Mar 31, 2017	$238M	$235M	9	4	n/a	1	$16.6M
2015	Mar 23, 2016	$221M	$219M	9	4	n/a	1	$16.6M
2014	Mar 27, 2015	$263M	$235M	7	3	n/a	1	$15.1M
2013	Mar 12, 2014	$280M	$251M	8	3	n/a	1	$11.5M
2012	Mar 19, 2013	$270M	$216M	8	3	n/a	1	$7.8M
2011	Feb 7, 2012	$238M	$191M	n/a	n/a	n/a	1	$2.0M

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
2017	$285M	$238M	19.8%	$263M	2.7%	8	9	0	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERCER GLOBAL ADVISORS INC.	2	Mar 15, 2019	Jul 2, 2019	HACKENSACK, NJ	Team lift out	RIA to RIA	100.0%

Relationships

Advises (1)

→ 18 SQUARED TACTICAL FUND LPPrivate fundHedge Fund, IA
Feb 3, 2012 to presentfactForm ADV

Controls (1)

← GERMAIN, MARK, STEVENOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 3, 2012 to presentfactForm ADV

Owns (2)

← CACCHIOLA, CHRISTOPHER, ROBERTOwnerMEMBER, MANAGING DIRECTOR, ownership code NA, individual
Mar 27, 2018 to presentfactForm ADV
← CROWLEY, KERRY, TEAHANOwnerMEMBER, HEAD OF OPERATIONS, ownership code NA, individual
Mar 27, 2018 to presentfactForm ADV

Moved with (1)

→ MERCER GLOBAL ADVISORS INC.Registered adviser2 advisors, team lift out, same day
Mar 15, 2019 to Jul 2, 2019factForm ADV

Registered with (5)

← CHRISTOPHER ROBERT CACCHIOLAAdvisorregistration: previous registration
Feb 21, 2012 to Mar 15, 2019factForm ADV
← RAFAEL ANTONIO ARELLANOAdvisorregistration: previous registration
Feb 7, 2017 to Mar 15, 2019factForm ADV
← GAVIN O CHARLTONAdvisorregistration: previous registration
Nov 6, 2015 to Jul 24, 2018factForm ADV
← TYLER J FRECHAdvisorregistration: previous registration
Mar 15, 2011 to Jul 27, 2011factForm ADV
← LINDA KAY RACHELAdvisorregistration: previous registration
Jun 11, 2008 to May 19, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d4c38dfb-74e4-61a7-5de6-587070f2bf98
First observed: Feb 3, 2012
Last observed: Mar 27, 2018 103 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.

BEACON WEALTH MANAGEMENT, LLC

BEACON WEALTH MANAGEMENT LLC, CRD 129523

HACKENSACK, NJ

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:d4c38dfb-74e4-61a7-5de6-587070f2bf98

Data as of Mar 27, 2018 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:17 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

18 SQUARED TACTICAL FUND LP

Hedge Fund

$17.9M

Mar 27, 2018

Feb 3, 2012

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GERMAIN, MARK, STEVEN

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

04/2003

Feb 3, 2012

Mar 27, 2018

CACCHIOLA, CHRISTOPHER, ROBERT

MEMBER, MANAGING DIRECTOR

03/2018

Mar 27, 2018

CROWLEY, KERRY, TEAHAN

MEMBER, HEAD OF OPERATIONS

03/2018

Mar 27, 2018

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2017

Mar 27, 2018

$285M

$281M

$17.9M

2016

Mar 31, 2017

$238M

$235M

n/a

$16.6M

2015

Mar 23, 2016

$221M

$219M

n/a

$16.6M

2014

Mar 27, 2015

$263M

$235M

n/a

$15.1M

2013

Mar 12, 2014

$280M

$251M

n/a

$11.5M

2012

Mar 19, 2013

$270M

$216M

n/a

$7.8M

2011

Feb 7, 2012

$238M

$191M

n/a

$2.0M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2017

$285M

$238M

19.8%

$263M

2.7%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERCER GLOBAL ADVISORS INC.

Mar 15, 2019

Jul 2, 2019

HACKENSACK, NJ

Team lift out

RIA to RIA

100.0%