← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（03/30/2020）
BEACON POINTE WEALTH ADVISORS, LLC · 所有者与执行高管（CRD 151328）
机构事实页：本库未收录该机构事实页 | 官方原文：IAPD firm-summary/151328
Schedule A · 直接所有者（8 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| BEACON POINTE HOLDINGS, LLC | 境内实体 | CLASS A MEMBER | 是 | C |
| COOPER, MATTHEW, BAIRD | 个人 | PRESIDENT, MANAGER, CLASS A MEMBER | 是 | A |
| EUSEY, SHANNON, ELIZABETH | 个人 | MANAGER, CHIEF COMPLIANCE OFFICER | 是 | NA |
| PECK, DIANE, MARILYN | 个人 | CHIEF FINANCIAL OFFICER | 是 | NA |
| BPWA-AZ OWNERSHIP, LLC | 境内实体 | CLASS B MEMBER | — | B |
| BPWA-BOSTON OWNERSHIP, LLC | 境内实体 | CLASS B MEMBER | — | B |
| DOW, MICHAEL, GAFFNEY | 个人 | CHIEF INVESTMENT OFFICER | 是 | NA |
| OCIE OWNERSHIP, LLC | 境内实体 | CLASS B MEMBER | — | A |
Schedule B · 执行高管（8 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| EUSEY, SHANNON, ELIZABETH | TRUSTEE | 是 |
| THE RICHARD AND SHANNON EUSEY TRUST | MEMBER | 是 |
| EUSEY, RICHARD, EDWARD | TRUSTEE | 是 |
| MEYER, BRUCE, ALAN | MEMBER | 是 |
| MATHERS, MARK, VINCENT | MEMBER | 是 |
| AINSWORTH, LAINE, RYHINER | MEMBER | 是 |
| MOEHLMAN, MARK, LOUIS | MEMBER | 是 |
| DAVENPORT, JAMES, FERRILL | MEMBER | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
