SourcingSourcing

BEACON BRIDGE WEALTH PARTNERS, LLC

C38
CRD 321705·SEC 801-126385·LOWER GWYNEDD, PA
AUM
$426.6M
$100M-$500M
Est. Revenue
$4.3M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BEACON BRIDGE WEALTH PARTNERS, LLC
CRD
321705
SEC file #
801-126385
EIN
883705645
DBA names
—

Economics

AUM
$426.6M
AUM band
$100M-$500M
AUM trajectory
'23'26
$272.4M → $426.6M▲ +57%
Client mix
Individuals Other623
Individuals High Net Worth75
Banking Institutions13
Charitable Organizations6

Operations

Employees (total)
11
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'23'26
5 advisors → 6 advisors▲ +20%
Primary office
LOWER GWYNEDD PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
linkedin.com/company/beacon-bridge-wealth-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KRZYWICKI, STEVEN, JOHN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
KRZYWICKI, STEVEN, JOHN
SCHMIDT, JAMES, F
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:beaconbridge.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001965468
Edgar Registered
Yes
Edgar Filing Count
17
Edgar First Filing Date
2023-02-10
Edgar Last Filing Date
2026-05-05
Edgar 13f Count
15
Edgar 13f Latest AUM Estimate
Filing Date2026-05-05
Accession0001765380-26-000151

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4625
Soi Zip Pct 200k Plus
0.2539
Soi Zip Returns 200k Plus
4,370
Soi Zip Total AGI
3,535,921
Fdic Zip Total Deposits
22,477,250,000
Fdic Zip Branch Count
255
Fdic Zip Top Banks
Ambler Savings Bank
PNC Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
1600 N BETHLEHEM PIKEN-200LOWER GWYNEDD, PA 19002
Business
1600 N BETHLEHEM PIKEN-200LOWER GWYNEDD, PA 19002
Edgar EIN
883705645
Edgar Recent Filings
13F-HR2026-05-05 · 0001765380-26-000151
13F-HR2026-01-27 · 0001765380-26-000036
Fdic Zip Branches Raw
Meridian BankBroad Axe, PA
Ambler Savings and Loan AssociationAmbler, PA
Fdic Zip HHI
1142.93
Fdic Zip Top Bank Share Pct
19.61
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI36,342
Returns3,640
Stub 2
AGI82,783
Returns2,230
Stub 3
AGI117,493
Returns1,900
Soi Zip Total Business Income
127,764
Soi Zip Total Cap Gains
384,510
Soi Zip Total Dividends
130,897
Soi Zip Total Returns
17,210
Top Owner CRD
3244777
Trust Company Affiliate
No

People (9)

9
KRZYWICKI, STEVEN, JOHN
IAR · Direct Owner · 62.5%
3244777
SCHMIDT, JAMES, F
IAR · Direct Owner · 17.5%
5698046
SCOTT, MEGAN, AMANDA
Direct Owner · 17.5%
6458097
Lemesevski, Kristen, Michele
Executive Officer · 2.5%
7088354
MCCARTHY, MICHELLE, ANNE
Executive Officer · 2.5%
7682269
CHRISTOPHER CHAVES
IAR
6496777
JOHN DAVID JIM
IAR
1994523
Caitlin Victoria Sigler Escoffery
IAR
7468519
PETER J KEENAN
IAR
5625338