DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B••••• B••••• W••••• P•••••••• L••
Latest filing Apr 30, 2026
First filing on the tape Jul 14, 2022 · 21 filings
SEC status approved since Aug 12, 2022
RAUM
$427M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
98%
$416M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$71.1M
derived; firm RAUM over IAPD count
Employees
11
6 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$427M as of Apr 30, 2026
Feb 27, 2023$271M then
HNW client RAUM$245M as of Apr 30, 2026
Feb 27, 2023$186M then
State-registered IARs (5.B.3)6 as of Apr 30, 2026
Feb 27, 20235 then
Employees (5.A)11 as of Apr 30, 2026
Feb 27, 20239 then
Private funds: no history
RAUM +16% over the last fiscal year+16% a year over threeIARs 5 to 6offices 0 to 1
Practice profile
derived from the filing of Apr 30, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $71.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 116derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.3MderivedHNW RAUM over HNW clients
- Average account
- $383,308derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 1.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.8derivedItem 5.A over advisors
- Advisors per office
- 3.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween the last two annual amendments
- Advisor growth, one year
- +20%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +71%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $103M, 261 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$245M58%
- Individuals$171M40%
- Charitable organizations$5.8M1.4%
- Banks and thrifts$4.8M1.1%
- Individual clients
- 623reported
- HNW clients
- 75reported
- Pension plan clients
- n/areported
- Charitable clients
- 6reported
- Accounts
- 1,113reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $103M for 261 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| S••••• J••• K••••••••Certified Financial Planner | Lower Gwynedd, Pa | Sep 13, 2022 | 26 y | 1 |
| J•••• F• S•••••• | Lower Gwynedd, Pa | Sep 13, 2022 | 14 y | 1 |
| C••••••••• C••••• | Lower Gwynedd, Pa | Sep 13, 2022 | 11 y | 1 |
| J••• D•••• J••Chartered Financial Consultant | Lower Gwynedd, Pa | Sep 13, 2022 | 32 y | 1 |
| C•••••• V••••••• S••••• E•••••••• | Lower Gwynedd, Pa | Sep 26, 2025 | 14 y | 0 |
| P•••• J• K•••••Certified Financial Planner | Lower Gwynedd, Pa | Dec 15, 2025 | 21 y | 2 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- P•••• J• K••••• from A••• F•••••••• A•••••••• I••Dec 15, 2025 · RIA to RIA
- J•••• F• S•••••• from A••••••••• F•••••••• S•••••••• L••Sep 13, 2022 · Affiliated broker-dealer or bank to a newly registered adviser
- C••••••••• C••••• from A••••••••• F•••••••• S•••••••• L••Sep 13, 2022 · Affiliated broker-dealer or bank to a newly registered adviser
- J••• D•••• J•• from A••••••••• F•••••••• S•••••••• L••Sep 13, 2022 · Affiliated broker-dealer or bank to a newly registered adviser
- S••••• J••• K•••••••• from A••••••••• F•••••••• S•••••••• L••Sep 13, 2022 · Affiliated broker-dealer or bank to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 4 joined from A••••••••• F•••••••• S•••••••• L••Sep 12, 2022 · Conshohocken, Pa
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- K••••••••• S•••••• J••• · Chief Executive Officer & Wealth Advisor | Partnercontrolsince 09/2022 · owns 50% to 75%
- L••••••••• K••••••• M•••••• · Chief Operating Officercontrolsince 09/2022 · owns less than 5%
- S••••••• J••••• F• · Wealth Advisor | Partnercontrolsince 09/2022 · owns 10% to 25%
- S••••• M••••• A••••• · Chief Vision Officer | Partnercontrolsince 09/2022 · owns 10% to 25%
- M•••••••• M•••••••• A••• · Chief Compliance Officersince 12/2022 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Lower Gwynedd, Pa · principal | 6 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Warrington, PA1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- client count surgeChange between filings · filing Apr 30, 2026individual and HNW clients (Item 5.D) moved from 408.0 to 698.0 (+71.0%) between the annual amendments of 2025-02-14 and 2026-04-30; the peer median change was +3.0% (3309 comparable advisers, 98.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,309) · 98% percentile
What changed
consecutive filings, newest first
- Accounts · 1,063 to 1,113Feb 14, 2025 to Jan 21, 2026
- Advisory employees · 5 to 6Feb 14, 2025 to Jan 21, 2026
- Charity clients · 4 to 6Feb 14, 2025 to Jan 21, 2026
- Individual clients · 333 to 623Feb 14, 2025 to Jan 21, 2026
- Assets in custody · $80.3M to $103MFeb 14, 2025 to Jan 21, 2026
- Employees · 9 to 11Feb 14, 2025 to Jan 21, 2026
- State-registered IARs · 5 to 6Feb 14, 2025 to Jan 21, 2026
- Other offices · 0 to 1Feb 14, 2025 to Jan 21, 2026
- Discretionary RAUM · $365M to $422MFeb 14, 2025 to Jan 21, 2026
- HNW RAUM · $221M to $245MFeb 14, 2025 to Jan 21, 2026
- Individual RAUM · $143M to $171MFeb 14, 2025 to Jan 21, 2026
- Non-discretionary RAUM · $4.4M to $4.8MFeb 14, 2025 to Jan 21, 2026
- RAUM · $369M to $427MFeb 14, 2025 to Jan 21, 2026
- Accounts · 1,032 to 1,063Oct 17, 2024 to Feb 14, 2025
- HNW clients · 72 to 75Oct 17, 2024 to Feb 14, 2025
- Individual clients · 304 to 333Oct 17, 2024 to Feb 14, 2025
- Assets in custody · $61.2M to $80.3MOct 17, 2024 to Feb 14, 2025
- Financial planning clients · 101-250 to 101-250Oct 17, 2024 to Feb 14, 2025
- Other offices · 1 to 0Oct 17, 2024 to Feb 14, 2025
- Discretionary RAUM · $303M to $365MOct 17, 2024 to Feb 14, 2025
- HNW RAUM · $189M to $221MOct 17, 2024 to Feb 14, 2025
- Individual RAUM · $115M to $143MOct 17, 2024 to Feb 14, 2025
- Non-discretionary RAUM · $4.2M to $4.4MOct 17, 2024 to Feb 14, 2025
- RAUM · $308M to $369MOct 17, 2024 to Feb 14, 2025
- HQ city · CONSHOHOCKEN to LOWER GWYNEDDMar 28, 2024 to Jun 11, 2024
- Accounts · 972 to 1,032Oct 2, 2023 to Mar 27, 2024
- Charity clients · 3 to 4Oct 2, 2023 to Mar 27, 2024
- HNW clients · 71 to 72Oct 2, 2023 to Mar 27, 2024
- Individual clients · 277 to 304Oct 2, 2023 to Mar 27, 2024
- Pension plan clients · 1.0 to unsetOct 2, 2023 to Mar 27, 2024
- Assets in custody · $43.5M to $61.2MOct 2, 2023 to Mar 27, 2024
- Discretionary RAUM · $271M to $303MOct 2, 2023 to Mar 27, 2024
- HNW RAUM · $186M to $189MOct 2, 2023 to Mar 27, 2024
- Individual RAUM · $79.7M to $115MOct 2, 2023 to Mar 27, 2024
- Non-discretionary RAUM · $0 to $4.2MOct 2, 2023 to Mar 27, 2024
- Pension RAUM · 1944556.0 to unsetOct 2, 2023 to Mar 27, 2024
- RAUM · $271M to $308MOct 2, 2023 to Mar 27, 2024
- Accounts · 934 to 972Jan 5, 2023 to Feb 27, 2023
- Individual clients · 261 to 277Jan 5, 2023 to Feb 27, 2023
- Assets in custody · unset to 43533219.0Jan 5, 2023 to Feb 27, 2023
Signals
7 dated events
- 4 advisors left A••••••••• F•••••••• S•••••••• L•• (Conshohocken, PA) for B••••• B••••• W••••• P•••••••• L•• a day apartSep 12, 2022 · Team lift-out · derived
- John Steven Krzywicki (Chief Executive Officer & Wealth Advisor | Partner) appeared on Schedule A of B••••• B••••• W••••• P•••••••• L••Sep 1, 2022 · Control person joined · fact
- F James Schmidt (Wealth Advisor | Partner) appeared on Schedule A of B••••• B••••• W••••• P•••••••• L••Sep 1, 2022 · Control person joined · fact
- Amanda Megan Scott (Chief Vision Officer | Partner) appeared on Schedule A of B••••• B••••• W••••• P•••••••• L••Sep 1, 2022 · Control person joined · fact
- M•••••• K•••••• L••••••••• (Chief Operating Officer) appeared on Schedule A of B••••• B••••• W••••• P•••••••• L••Sep 1, 2022 · Control person joined · fact
- Sean Kevin Woodard (Member, Manager And Chief Compliance Officer) no longer on Schedule A of B••••• B••••• W••••• P•••••••• L•• (listed 2022-07-14, absent 2022-09-01)Sep 1, 2022 · Control person left · inference
- K•• I••••••••• A••••••• S••••••• filed its initial SEC registration (Form ADV)Jul 14, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- team@beaconbridgewealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- jim@beaconbridgewealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- kristen@beaconbridgewealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- laura@beaconbridgewealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- matt@beaconbridgewealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- megan@beaconbridgewealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- robyn@beaconbridgewealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- pete@beaconbridgewealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 484-533-6600reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 484-533-6601reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/beacon-bridge-wealth-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- beaconbridgewealth.comreportedpublic record, Form ADV, Sep 18, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $71.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026