BECK BODE LLC
  • BECK BODE LLC
  • MACDONALD WEALTH MANAGEMENT
  • INTENTIONAL WEALTH ADVISORS, LLC
  • BOSTON RETIREMENT ADVISORS
  • BECK BODE WEALTH MANAGEMENT, LLC
  • BECK BODE WEALTH MANAGEMENT

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Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 01/27/2016
ADV Location DEDHAM, MA, United States
Contact Info 617 xxxxxxx
Websites
AUM* 666,352,130 20%
of that, discretionary 666,352,130 20%
Number of Employees 16 -6%
of those in investment advisory functions 16 23%
Private Fund GAV* 0
Avg Account Size 265,373 37%
% High Net Worth 17.77% 42%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

666M 571M 476M 381M 286M 190M 95M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary