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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: BEACON POINT WEALTH Advisers, LLC CRD Number: 151328Annual Amendment

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Go to the Beacon Pointe website

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Locate the 'Recognized As' section

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Review the information for accuracy before submitting

Who needs beacon pointe recognized as?

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Individuals or organizations who want to be recognized by Beacon Pointe for their contributions or achievements

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What is beacon pointe recognized as?

Beacon Pointe is recognized as a financial advisory firm.

Who is required to file beacon pointe recognized as?

Investment advisors are required to file Beacon Pointe recognized as.

How to fill out beacon pointe recognized as?

To fill out Beacon Pointe recognized as, you need to provide detailed financial information and complete the necessary forms.

What is the purpose of beacon pointe recognized as?

The purpose of Beacon Pointe recognized as is to ensure compliance with financial regulations and transparency in financial advisory services.

What information must be reported on beacon pointe recognized as?

Information such as assets under management, fees charged, investment strategies, and client profiles must be reported on Beacon Pointe recognized as.

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