Beacon Pointe Wealth ADV

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

266

Total plan assets

$80.2M

Filings (rows)

Direct comp

Indirect comp

$122K

Showing only "BEACON POINTE WEALTH ADV"

View all 8 variants aggregated →

BEACON POINTE ADVISORS88 BEACON POINTE INVESTMENT ADVISORY10 BEACON POINTE3 BEACON POINTE ADVISORS CO3 BEACON POINTE HOLDINGS DBA BEAC2 BEACON POINTE HOLDINGS DBA1 BEACON POINTE WEALTH ADVISORS1

SERVICES PROVIDED

Other service providers1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Eisenhower Medical Associates Inc. Eisenhower Medical Associates 401(k) Profit Sharing Plan · all filings	RANCHO MIRAGE, CA	Other service providers	266	$80.2M	$0	$122K