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BEACON HILL WEALTH MANAGEMENT LTD
CRD 325860 · SEC 801-129439
Corporate platformCorporation
Large incorporated asset manager or corporate group — typically not a local adviser team.
1133 FORT STREET, VICTORIA, BC, CA, V8V 3K9, Canada
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$148.6M
Discretionary AUM
$106.4M
Team
6 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 136 | $61.8M |
| High net worth individuals | 44 | $86.7M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD