Beacon Bridge Wealth Partners, Llc
- Regulatory AUM
- $427M
- Discretionary
- $422M
- Clients
- 717
- Avg AUM / client
- $595K
- Accounts
- 1,113
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 623 | $171M | 40.0% |
| High net worth individuals | 75 | $245M | 57.5% |
| Banking or thrift institutions | 13 | $4.8M | 1.12% |
| Charitable organizations | 6 | $5.8M | 1.36% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James F Schmidt | Wealth Advisor | Partner | Sep 2022 (4y) | 10% – 25% | |
| Lemesevski, Kristen, Michele | Chief Operating Officer | Sep 2022 (4y) | Less than 5% | |
| Scott, Megan, Amanda | Chief Vision Officer | Partner | Sep 2022 (4y) | 10% – 25% | |
| Steven John Krzywicki | Chief Executive Officer & Wealth Advisor | Partner | CFP | Sep 2022 (4y) | 50% – 75% |
| Mccarthy, Michelle, Anne | Chief Compliance Officer | Dec 2022 (4y) | Less than 5% | |
| Christopher Chaves | Registered representative | Sep 2022 (4y) | ||
| John David Jim | Registered representative | Chartered Financial Consultant | Sep 2022 (4y) | |
| Caitlin Victoria Sigler Escoffery | Registered representative | Sep 2025 (1y) | ||
| Peter J Keenan | Registered representative | CFP | Dec 2025 (1y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 917 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $425M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗