# Beacon Light Wealth Management

> 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.

- CRD: 338731
- Filed as: BEACON LIGHT WEALTH MANAGEMENT
- Legal name: Beacon Light Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Carnegie, PA
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338731
- AdvisorCensus page: https://advisorcensus.com/firm/beacon-light-wealth-management-carnegie-pa-338731

## Quick answers

**How is Beacon Light Wealth Management compensated?**
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).

**Where is Beacon Light Wealth Management located?**
Beacon Light Wealth Management's principal office is in Carnegie, PA, according to its Form ADV.

**Is Beacon Light Wealth Management registered with the SEC or a state?**
Beacon Light Wealth Management is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 338731.

**How much does Beacon Light Wealth Management manage?**
Beacon Light Wealth Management reports $39,122,800 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (100% discretionary).

**What types of clients does Beacon Light Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (141); high net worth individuals (10).

**Does Beacon Light Wealth Management report any disciplinary disclosures?**
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

**What changed in Beacon Light Wealth Management's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 2 to 3.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $39,122,800
- Discretionary: $39,122,800
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 141 | $23,004,254 |
| High net worth individuals | 10 | $16,118,546 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, LA, MD, NC, NY, OH, OK, PA, TX, VA, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- beaconlightwealthmgmt.com
- LinkedIn @beacon-light-wealth-management

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 2 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beacon Light Wealth Management (CRD 338731): Form ADV filing data as of October 2026.