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Managing Member/cco · Beacon Associates Wealth Management, LLC

Steven V. Wise

CRD 2584013 · Named on Form ADV at one SEC-registered adviser

At a glance

Beacon Associates Wealth Management, LLC, an SEC-registered wealth manager based in Maumee, OH with $101 million in regulatory assets, lists Steven V. Wise on its Form ADV as Managing Member/cco, a control person.

Firms and roles

AtlasMembers

Steven’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.