Beckett Clark Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$25,194,581
Clients
14
Advisors
1
of 2 employees
About
Beckett Clark Private Wealth, LLC provides investment advisory services to individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and business entities. The firm offers asset management, comprehensive portfolio management and retirement plan consulting, and may engage third‑party money managers to implement client portfolios.
Portfolios are managed on a discretionary basis and tailored to client goals, with ongoing monitoring and periodic rebalancing; investment vehicles listed in the brochure include individual stocks and bonds, ETFs, mutual funds, options and other public and private securities. The firm describes using a mix of analysis methods (fundamental, technical, cyclical and charting) and may employ higher‑risk strategies such as active trading, short sales, options and exposure to alternative and cryptocurrency products where appropriate.
Notable for being recently established while reporting roughly $28.6 million in discretionary assets across a relatively small client base, the firm’s average account size is higher than typical for a new, supported advisory practice. The brochure also discloses use of sub‑advisors, a custodial relationship that supplies institutional support services, and an outside business activity involving insurance sales — all material disclosures prospective clients may want to consider.
Client services
Expertise
Fee options
Flat fees range from $750 to $10,000.
$0 - $500,000: 1.0% $500,000.01 - $999,999: 0.75% $999,999.01+: 0.50%
Maximum hourly fee up to $250.
Account minimum: $100,000
Main office
4500 East West Highway, Ste. 150
Bethesda MD 20814
Advisors at this office
1
Most active in
Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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