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| Keyboard |
| Beacon Hill Wealth Management Ltd
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|---|---|
| CRD # | 325860 |
| SEC # | 801-129439 |
| CIK # | |
| AUM | 148.6 M (2026-03-17) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 778-433-1314 |
| Address | 1133 Fort Street Victoria Bc, Canada |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 136 | 61.8 |
| (b) Individuals (high net worth individuals) | 44 | 86.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 258 | 148.6 |
| By Discretionary | ||
| Discretionary | 158 | 106.4 |
| Non-Discretionary | 100 | 42.1 |
| Total | 258 | 148.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 127.9 | |
| United States Persons | 20.6 | |
| Total | 258 | 148.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Polaris Financial Planning LLC
✚
|
149.7 M | |
|
Monson Wealth Management Inc
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WA | 149.5 M |
|
Fund Advisors of America Inc
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FL | 149.4 M |
|
Cardenas Asset Management LLC
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|
149.3 M | |
|
Preston F Sanders CHFC LLC
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|
GA | 148.8 M |
|
H S Dreher Capital Management LLC
✚
|
NC | 148.2 M |
|
NICH Capital Partners Inc
✚
|
148.0 M | |
|
Total Wealth Solutions Inc
✚
|
CA | 148.0 M |
|
Bulwark Capital Corporation
✚
|
147.8 M | |
|
TUVE Investment Management Inc
✚
|
IA | 147.7 M |