Investment adviser · CRD 109882
BEESE FULMER PRIVATE WEALTH MANAGEMENT
Investment adviser filing (IA)
BEESE, FULMER INVESTMENT MANAGEMENT, INC.
CANTON, OH, United States · Form ADV filed Jul 6, 2026
- Regulatory AUM
- $2.06B Form ADV · Item 5.F
- Client accounts
- 2,044 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 342 | $1,581,343,798 | 76.9% |
| Individuals | 468 | $297,858,639 | 14.5% |
| Charities | 7 | $69,528,688 | 3.4% |
| Retirement plans | 13 | $47,092,976 | 2.3% |
| Corporations & businesses | 9 | $30,773,109 | 1.5% |
| Pooled investment vehicles | 1 | $26,956,661 | 1.3% |
| Banks & thrifts | 3 | $3,795,941 | 0.2% |
Filing source
Form ADV 2115165 · Jul 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Publication of newsletters
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4334 MUNSON STREET NW, SUITE 102CANTON, OH, 44718, United States
CRD 109882
Filing source
Form ADV 2115165 · Jul 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.