{
  "crd_number": 338731,
  "slug": "beacon-light-wealth-management-carnegie-pa-338731",
  "primary_business_name": "BEACON LIGHT WEALTH MANAGEMENT",
  "legal_name": "BEACON LIGHT WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "Carnegie",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "38300",
  "metro": {
    "cbsa_code": "38300",
    "common_name": "Pittsburgh",
    "msa_name": "Pittsburgh, PA",
    "path": "/advisors/pa/pittsburgh"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2026-01-01",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-09-18",
  "carried_forward": false,
  "raum_total": 39122800.0,
  "raum_discretionary": 39122800.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 23004254.0,
      "count": 141
    },
    "high_net_worth_individuals": {
      "raum": 16118546.0,
      "count": 10
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "LA",
    "MD",
    "NC",
    "NY",
    "OH",
    "OK",
    "PA",
    "TX",
    "VA",
    "WV",
    "WY"
  ],
  "websites": [
    "https://beaconlightwealthmgmt.com",
    "https://linkedin.com/company/beacon-light-wealth-management"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338731",
  "city_as_filed": "CARNEGIE",
  "url": "https://advisorcensus.com/firm/beacon-light-wealth-management-carnegie-pa-338731",
  "display_name": "Beacon Light Wealth Management",
  "summary": "Beacon Light Wealth Management is a state-registered investment advisory firm in Carnegie, PA, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.",
  "citation": "AdvisorCensus. Beacon Light Wealth Management (CRD 338731): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Beacon Light Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Beacon Light Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Beacon Light Wealth Management located?",
      "a": "Beacon Light Wealth Management's principal office is in Carnegie, PA, according to its Form ADV."
    },
    {
      "q": "Is Beacon Light Wealth Management registered with the SEC or a state?",
      "a": "Beacon Light Wealth Management is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 338731."
    },
    {
      "q": "How much does Beacon Light Wealth Management manage?",
      "a": "Beacon Light Wealth Management reports $39,122,800 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Beacon Light Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (141); high net worth individuals (10)."
    },
    {
      "q": "Does Beacon Light Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338731"
    },
    {
      "q": "What changed in Beacon Light Wealth Management's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 2 to 3."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 3."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/beacon-light-wealth-management-carnegie-pa-338731.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 141,
      "fewer_than_5": false,
      "raum": 23004254.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 10,
      "fewer_than_5": false,
      "raum": 16118546.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338731",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}