Beacon Wealth Management, LLC
West Virginia
Registered In
10/15/2001
Incorp. Date
Company Summary
Beacon Wealth Management, LLC at 4565 Benedum Dr, Bridgeport, Wv 26330 lists Lisa Halterman of Bridgeport, WV and John Halterman of Street Clarksburg, WV.
Overview
Registered In
West Virginia
Incorporation Date
Company Type
Llc | Limited Liability Company
Status
Not Available
Registration Type
Domestic
Search Other Resources
People
|
Lisa Halterman
Manager
|
4565 BENEDUM DR, BRIDGEPORT, WV 26330
|
|
|
John Halterman
Manager
|
607 EAST PIKE, STREET CLARKSBURG, WV 26301
|
|
|
John Halterman
Organizer
|
120 S 2ND ST, CLARKSBURG, WV 26301
|
Map & Locations
|
4565 BENEDUM DR, BRIDGEPORT, WV 26330
View Map
|
Financials
Financial Information for Beacon Wealth Management, LLC
Form 5500
BEACON WEALTH MANAGEMENT, LLC
4565 Benedum Drive, Bridgeport, Wv 26330 (304) 626-3900 EIN:03-0382124 Plan Admin:John Halterman| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameBEACON WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$844,417 / $1,161,432 | 2023 | BEACON WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 9 / 9 | $844,417 / $1,161,432 |
| 2022 | Plan NameBEACON WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$885,570 / $844,417 | 2022 | BEACON WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 9 | $885,570 / $844,417 |
| 2021 | Plan NameBEACON WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$712,524 / $885,570 | 2021 | BEACON WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 7 | $712,524 / $885,570 |
| 2020 | Plan NameBEACON WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$775,495 / $712,524 | 2020 | BEACON WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 7 | $775,495 / $712,524 |
| 2019 | Plan NameBEACON WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 8 Assets BOY/EOY$982,057 / $775,495 | 2019 | BEACON WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 8 | $982,057 / $775,495 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
BEACON WEALTH MANAGEMENT, LLC
607 Pike St, Clarksburg, Wv 26301 Ethnicity:Not Hispanic or Latino Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/27/2020 | Approved$96,695 Forgiven$97,630 LenderWesBanco Bank, Inc. Jobs5 | 04/27/2020 | $96,695 | $97,630 | WesBanco Bank, Inc. | 5 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
Sources
The following government agencies have contributed data:
• West Virginia Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States