Bewa, LLC (Madison)

Bewa, LLC is a large advisory firm based in Madison. It manages $685.1 million of regulatory assets for 901 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Connecticut, Florida, and 11 other states.

Bewa provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bewa: assets under management

The assets under management (AUM) of Bewa, LLC is $685.1 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $685.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $760.38 thousand each.

Bewa has custody of $21.5 million in cash and securities for 27 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bewa, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bewa, LLC

Robert John Diquollo has been acting as President since 1 Oct 2012. Jerry Anthony Miccolis has served as the Chief Investment Officer since 1 Dec 2012. Llc Mariner Wealth Advisors joined the executive team most recently as the Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Cheryl Renee Vohland	Chief compliance officer	1 Oct 2012	Other	4906804
Brinton Eaton	Owner/managing member	1 Oct 2012	75% - 100%	104846
Robert John Diquollo	President	1 Oct 2012	Other	4331182
Llc Mariner Wealth Advisors	Managing member	1 Dec 2012	50% - 75%	140195
Jerry Anthony Miccolis	Chief investment officer	1 Dec 2012	Other	4757516

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Robert John Diquollo	President	1 Oct 1988	50% - 75%	4331182
Jerry Anthony Miccolis	Vice president and secretary	1 Apr 2007	25% - 50%	4757516
Llc Mariner Holdings	Managing member	1 Sep 2008	75% - 100%	26-2766689
Llc Bicknell Family Holding Co.	Owner	1 Jun 2009	75% - 100%	26-0534255
Bicknell Family Management Company Trust	Managing member	1 Jun 2009	Other	20-7480290
Martin Christopher Bicknell	Trustee	1 Jun 2009	Other	2007121
William Allen Freeman	Trustee	1 Jun 2009	Other	5682255

Based in Madison

The principal office where Bewa, LLC performs its advisory services is located at One Giralda Farms, Madison, NJ 07940 The mailing address of the firm is 4200 West 115 Th Street, Leawood, KS 66211. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 973-984-3352 or by fax 973-292-0003. The normal business hours are 9:00am - 5:00pm on Monday - Friday.