{
  "crd_number": 142480,
  "slug": "beckerman-wealth-ocean-grove-nj-142480",
  "primary_business_name": "BECKERMAN WEALTH",
  "legal_name": "BECKERMAN INSTITUTIONAL, LLC",
  "dbas": [
    "BECKERMAN WEALTH"
  ],
  "city": "Ocean Grove",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-04-23",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-18",
  "carried_forward": false,
  "raum_total": 303302226.0,
  "raum_discretionary": 294841999.0,
  "raum_non_discretionary": 8460227.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 21121142.0,
      "count": 67
    },
    "pension_profit_sharing": {
      "raum": 9485078.0,
      "count": 10
    },
    "high_net_worth_individuals": {
      "raum": 272542618.0,
      "count": 139
    },
    "corporations_other_businesses": {
      "raum": 153388.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "NJ",
    "NY",
    "TX"
  ],
  "websites": [
    "https://beckermaninstitutional.com",
    "https://beckermanllc.com",
    "https://facebook.com/BECKERMANLLC",
    "https://linkedin.com/in/daniel-beckerman-cfp%C2%AE-chfc%C2%AE-cpwa%C2%AE-5297ab9"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/142480",
  "city_as_filed": "OCEAN GROVE",
  "url": "https://advisorcensus.com/firm/beckerman-wealth-ocean-grove-nj-142480",
  "display_name": "Beckerman Wealth",
  "summary": "Beckerman Wealth is an SEC-registered investment advisory firm in Ocean Grove, NJ, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.",
  "citation": "AdvisorCensus. Beckerman Wealth (CRD 142480): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Beckerman Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Beckerman Wealth reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does Beckerman Wealth's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 18, 2026 states: Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Beckerman Wealth located?",
      "a": "Beckerman Wealth's principal office is in Ocean Grove, NJ, according to its Form ADV."
    },
    {
      "q": "Is Beckerman Wealth registered with the SEC or a state?",
      "a": "Beckerman Wealth is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 142480."
    },
    {
      "q": "How much does Beckerman Wealth manage?",
      "a": "Beckerman Wealth reports $303,302,226 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (97% discretionary)."
    },
    {
      "q": "How have Beckerman Wealth's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Beckerman Wealth: Regulatory assets under management: $119,517,903 in the October 2021 data and $303,302,226 in the October 2026 data, up 154%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Beckerman Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (139); individuals (other than high net worth individuals) (67); pension and profit sharing plans (but not the plan participants or government pension plans) (10)."
    },
    {
      "q": "Which custodians does Beckerman Wealth use?",
      "a": "Beckerman Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Distributors Company LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Beckerman Wealth report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/142480"
    },
    {
      "q": "Does Beckerman Wealth state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 18, 2026 says: \"Beckerman Institutional's minimum account size is $500,000, subject to the Firm’s ability to waive this minimum in its discretion.\""
    },
    {
      "q": "What changed in Beckerman Wealth's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $253,424,112 to $303,302,226 (+20%). Registered or notice-filed in CA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 119517903.0,
      "total_employees": 4,
      "filing_date": "2021-03-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 149253596.0,
      "total_employees": 4,
      "filing_date": "2022-03-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 184524117.0,
      "total_employees": 6,
      "filing_date": "2023-03-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 219925066.0,
      "total_employees": 6,
      "filing_date": "2024-03-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 253424112.0,
      "total_employees": 6,
      "filing_date": "2025-03-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 303302226.0,
      "total_employees": 6,
      "filing_date": "2026-03-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $253,424,112 to $303,302,226 (+20%).",
        "Registered or notice-filed in CA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 18, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 1% a year",
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Generally, management fees vary from .50% to 1. 00% per annum of the market value of a client’s assets managed by Beckerman Institutional. Fees are negotiable, and the fee range stated is a guide."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Beckerman Institutional's minimum account size is $500,000, subject to the Firm’s ability to waive this minimum in its discretion."
        ]
      }
    ],
    "quotes": [
      "Generally, management fees vary from .50% to 1. 00% per annum of the market value of a client’s assets managed by Beckerman Institutional. Fees are negotiable, and the fee range stated is a guide.",
      "Beckerman Institutional's minimum account size is $500,000, subject to the Firm’s ability to waive this minimum in its discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Distributors Company LLC",
      "name_as_filed": "FIDELITY DISTRIBUTORS COMPANY LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/beckerman-wealth-ocean-grove-nj-142480.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 67,
      "fewer_than_5": false,
      "raum": 21121142.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 139,
      "fewer_than_5": false,
      "raum": 272542618.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 9485078.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 153388.0
    }
  ],
  "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/142480",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}