Beckerman Wealth
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 142480
- SEC number
- 801-120898
- Firm type
- RIA
- Assets under management
- $303.3M as of Mar 18, 2026
- Website
- www.facebook.com/BECKERMANLLC ↗
- Phone
- 877-892-7738
- Address
- 77 Main Avenue, Ocean Grove, NJ, 07756
Advisors at this firm
4 in our index · page 1 of 1
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Daniel Mark BeckermanCRD 4227932 · Ocean Grove, NJIA Registered
-
James Vincent HoffmanCRD 7453805 · Ocean Grove, NJIA Registered
-
Peter Anthony SignoriCRD 1666292 · Bronxville, NYIA Registered
-
Nancy Ann TonachioCRD 1521935 · New York, NYIA Registered
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 142480 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.