# Beckerman Wealth

> 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.

- CRD: 142480
- Filed as: BECKERMAN WEALTH
- Legal name: Beckerman Institutional, LLC
- Also doing business as: BECKERMAN WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ocean Grove, NJ
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/142480
- AdvisorCensus page: https://advisorcensus.com/firm/beckerman-wealth-ocean-grove-nj-142480

## Quick answers

**How is Beckerman Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Beckerman Wealth reports these compensation arrangements: a percentage of assets under its management.

**How much does Beckerman Wealth charge?**
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.

**Where is Beckerman Wealth located?**
Beckerman Wealth's principal office is in Ocean Grove, NJ, according to its Form ADV.

**Is Beckerman Wealth registered with the SEC or a state?**
Beckerman Wealth is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 142480.

**How much does Beckerman Wealth manage?**
Beckerman Wealth reports $303,302,226 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (97% discretionary).

**How have Beckerman Wealth's assets and staff changed since 2021?**
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.

**What types of clients does Beckerman Wealth serve?**
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).

**Which custodians does Beckerman Wealth use?**
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.

**Does Beckerman Wealth report any disciplinary disclosures?**
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

**Does Beckerman Wealth state an account minimum?**
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."

**What changed in Beckerman Wealth's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it)

> 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.

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Beckerman Institutional's minimum account size is $500,000, subject to the Firm’s ability to waive this minimum in its discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Distributors Company LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $303,302,226
- Discretionary: $294,841,999
- Non-discretionary: $8,460,227

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 67 | $21,121,142 |
| High net worth individuals | 139 | $272,542,618 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $9,485,078 |
| Corporations or other businesses not listed above | 1 | $153,388 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2021 (5 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- beckermaninstitutional.com
- beckermanllc.com
- Facebook @BECKERMANLLC
- LinkedIn @daniel-beckerman-cfp®-chfc®-cpwa®-5297ab9

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $119,517,903 | 4 | March 23, 2021 |
| October 2022 | $149,253,596 | 4 | March 23, 2022 |
| October 2023 | $184,524,117 | 6 | March 14, 2023 |
| October 2024 | $219,925,066 | 6 | March 18, 2024 |
| October 2025 | $253,424,112 | 6 | March 11, 2025 |
| October 2026 | $303,302,226 | 6 | March 18, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $253,424,112 to $303,302,226 (+20%).
- Registered or notice-filed in CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beckerman Wealth (CRD 142480): Form ADV filing data as of October 2026.