← Back to searchVisit website
BOX HILL PRIVATE WEALTH
CRD 322620 · SEC 801-135287
AZ, United States
Phone
480-672-2800
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$137.5M
Discretionary AUM
$137.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $4.2M |
| High net worth individuals | 37 | $133.3M |
States served
AZ, LA, TX
All web addresses on file
Official SEC filing: View on IAPD