Hedge Fund Database

BEACON BRIDGE WEALTH PARTNERS, LLC

Adviser information for BEACON BRIDGE WEALTH PARTNERS, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Pennsylvania, United States

Employees

Total Number of Employees 9
Investment Advisory/Research 5
Registered Broker-Dealer Representatives 1
Registered State Investment Advisers 5
Licensed Agents of an Insurance Company 4
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,026 $303.5M
Non-Discretionary 6 $4.2M
Total 1,032 $307.7M

Clients

Type Number RAUM
Individuals 304 $114.6M
HNW Individuals 72 $189.2M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $4.0M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 8
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-126385
SEC ERA File Number 801-126385
SEC CIK Numbers 1965468
SEC CRD Numbers 321705
Legal Entity Identifier None

Principal Office

101 WEST ELM STREET
SUITE 610
CONSHOHOCKEN
PA
United States
Monday - Friday, 8:30 TO 5:00
Tel: 484-533-6600, Fax: None

Websites

www.linkedin.com/company/beacon-bridge-wealth-partners/ www.facebook.com/beaconbridgewealthpartners www.beaconbridgewealth.com

Chief Compliance Officer

MICHELLE A MCCARTHY
255 EAST FIFTH STREET
SUITE 1900
CINCINNATI
OH
United States
Tel: 513-832-5447
(Full email address available in API data)

Regulatory Contact

STEVEN J. KRZYWICKI, JR.
CEO & WEALTH ADVISOR | PARTNER
101 WEST ELM STREET
SUITE 610
CONSHOHOCKEN
PA
United States
Tel: 484-533-6600
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
KRZYWICKI, STEVEN, JOHN Individual – CHIEF EXECUTIVE OFFICER & WEALTH ADVISOR | PARTNER 09/2022 50-75%
SCHMIDT, JAMES, F Individual – WEALTH ADVISOR | PARTNER 09/2022 10-25%
SCOTT, MEGAN, AMANDA Individual – CHIEF VISION OFFICER | PARTNER 09/2022 10-25%
Lemesevski, Kristen, Michele Individual – CHIEF OPERATING OFFICER 09/2022 < 5%
MCCARTHY, MICHELLE, ANNE Individual – CHIEF COMPLIANCE OFFICER 12/2022 < 5%

No. Employees, Historic

105020222023202420251 on 7/14/20229 on 9/1/20229 on 12/9/20229 on 12/13/20229 on 1/5/20239 on 2/27/20239 on 3/2/20239 on 3/22/20239 on 3/29/20239 on 9/5/20239 on 9/6/20239 on 10/2/20239 on 3/27/20249 on 3/27/20249 on 3/28/2024

RAUM, Historic

400M200M020222023202420250 on 7/14/20220 on 9/1/2022272407845 on 12/9/2022272407845 on 12/13/2022272407845 on 1/5/2023270811209 on 2/27/2023270811209 on 3/2/2023270811209 on 3/22/2023270811209 on 3/29/2023270811209 on 9/5/2023270811209 on 9/6/2023270811209 on 10/2/2023307669559 on 3/27/2024307669559 on 3/27/2024307669559 on 3/28/2024

No. Clients, Historic

400200020222023202420250 on 7/14/20220 on 9/1/2022336 on 12/9/2022336 on 12/13/2022336 on 1/5/2023352 on 2/27/2023352 on 3/2/2023352 on 3/22/2023352 on 3/29/2023352 on 9/5/2023352 on 9/6/2023352 on 10/2/2023380 on 3/27/2024380 on 3/27/2024380 on 3/28/2024

Holdings

From latest 13F, filed August 2nd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 276K 2K –
ALPHABET INC CAP STK CL C 435K 2K –
ALPHABET INC CAP STK CL A 783K 4K –
AMAZON COM INC COM 776K 4K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 212K 520 –
BLACKROCK ETF TRUST US EQT FACTOR 7M 148K –
BLACKROCK ETF TRUST II FLEXIBLE INCOME 5M 92K –
BOEING CO COM 310K 2K –
BRISTOL-MYERS SQUIBB CO COM 230K 6K –
BROADCOM INC COM 737K 459 –
CHEVRON CORP NEW COM 210K 1K –
DISNEY WALT CO COM 206K 2K –
FIDELITY NATL INFORMATION SV COM 222K 3K –
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 381K 2K –
FISERV INC COM 1M 8K –
HOME DEPOT INC COM 567K 2K –
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 2M 57K –
INVESCO QQQ TR UNIT SER 1 2M 4K –
ISHARES INC MSCI EMERG MRKT 4M 70K –
ISHARES TR CORE INTL AGGR 2M 40K –
ISHARES TR HDG MSCI EAFE 2M 58K –
ISHARES TR GLOBAL ENERG ETF 1M 33K –
ISHARES TR MBS ETF 11M 118K –
ISHARES TR EAFE GRWTH ETF 2M 19K –
ISHARES TR EAFE VALUE ETF 2M 40K –
ISHARES TR MSCI USA QLT FCT 13M 76K –
ISHARES TR U.S. TECH ETF 3M 23K –
ISHARES TR US TREAS BD ETF 6M 250K –
ISHARES TR CORE MSCI TOTAL 2M 27K –
ISHARES TR CORE S&P500 ETF 7M 14K –
ISHARES TR MSCI EMG MKT ETF 446K 10K –
ISHARES TR CORE DIV GRWTH 3M 59K –
ISHARES TR CORE MSCI EURO 1M 20K –
ISHARES TR JPMORGAN USD EMG 687K 8K –
ISHARES TR CORE US AGGBD ET 4M 37K –
ISHARES TR IBOXX HI YD ETF 206K 3K –
ISHARES TR CORE MSCI EAFE 3M 45K –
ISHARES TR CORE S&P SCP ETF 326K 3K –
ISHARES TR S&P 500 GRWT ETF 1M 14K –
ISHARES TR NATIONAL MUN ETF 6M 59K –
ISHARES TR ISHS 5-10YR INVT 930K 18K –
ISHARES TR MSCI EAFE ETF 226K 3K –
ISHARES TR INTL DIV GRWTH 303K 4K –
ISHARES TR S&P 500 VAL ETF 333K 2K –
ISHARES TR S&P 100 ETF 461K 2K –
J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 541K 10K –
JOHNSON & JOHNSON COM 285K 2K –
JPMORGAN CHASE & CO. COM 443K 2K –
MICROSOFT CORP COM 585K 1K –
NUVEEN CHURCHILL DIRECT LEND COM SHS 226K 13K –
NUVEEN DYNAMIC MUN OPPORTUNI COM SHS 157K 15K –
NVIDIA CORPORATION COM 731K 6K –
PIMCO ETF TR 0-5 HIGH YIELD 576K 6K –
PROCTER AND GAMBLE CO COM 551K 3K –
RADIANT LOGISTICS INC COM 73K 13K –
S&P GLOBAL INC COM 515K 1K –
SCHWAB STRATEGIC TR LONG TERM US 5M 165K –
SCHWAB STRATEGIC TR US AGGREGATE B 5M 114K –
SCHWAB STRATEGIC TR US MID-CAP ETF 3M 36K –
SCHWAB STRATEGIC TR 5 10YR CORP BD 2M 37K –
SCHWAB STRATEGIC TR INTL EQTY ETF 1M 38K –
SCHWAB STRATEGIC TR US LCAP GR ETF 6M 63K –
SELECT SECTOR SPDR TR ENERGY 769K 8K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 570K 4K –
SELECT SECTOR SPDR TR INDL 369K 3K –
SELECT SECTOR SPDR TR SBI CONS DISCR 412K 2K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 1M 37K –
SPDR S&P 500 ETF TR TR UNIT 24M 44K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 2M 4K –
SPDR SER TR PORTFLI INTRMDIT 3M 105K –
SPDR SER TR PRTFLO S&P500 GW 6M 70K –
SPDR SER TR AEROSPACE DEF 413K 3K –
SPDR SER TR S&P DIVID ETF 680K 5K –
SPDR SER TR PORTFOLIO S&P500 233K 4K –
SPDR SER TR PORTFOLIO LN TSR 1M 51K –
SPDR SER TR PRTFLO S&P500 HI 257K 6K –
SPDR SER TR NUVEEN BLMBRG SH 230K 5K –
SUNCOKE ENERGY INC COM 111K 11K –
TESLA INC COM 875K 4K –
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 2M 9K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 376K 5K –
VANGUARD INDEX FDS GROWTH ETF 10M 27K –
VANGUARD INDEX FDS SMALL CP ETF 3M 14K –
VANGUARD INDEX FDS VALUE ETF 8M 48K –
VANGUARD INDEX FDS MID CAP ETF 4M 16K –
VANGUARD INDEX FDS S&P 500 ETF SHS 10M 21K –
VANGUARD MUN BD FDS TAX EXEMPT BD 1M 27K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 2M 22K –
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 2M 25K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 3M 15K –
VANGUARD STAR FDS VG TL INTL STK F 1M 21K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 827K 17K –
VANGUARD WORLD FD HEALTH CAR ETF 202K 758 –
VISA INC COM CL A 311K 1K –
ZOETIS INC CL A 250K 1K –