Beacon Wealthcare LLC

CRD 312556 · Raleigh, NC · $308.3M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 312556
SEC number: 801-120334
Firm type: RIA
Assets under management: $308.3M as of Jan 20, 2026
Website: www.beaconwc.com ↗
Phone: 919-821-5225
Address: 1633 Glenwood Ave, Raleigh, NC, 27608

Advisors at this firm

5 in our index · page 1 of 1

Geoffrey Allan HallCRD 2705496 · Raleigh, NC

IA Registered
Jared B KorverCRD 6372106 · Raleigh, NC

IA Registered
Daniel Ryan LoganCRD 7064473 · Raleigh, NC

IA Registered
Ellen Bosserman MartinCRD 6424629 · Raleigh, NC

IA Registered
Ryan Thomas SmithCRD 5066531 · Raleigh, NC

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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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.

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