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| Keyboard |
| Box Hill Private Wealth
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|---|---|
| CRD # | 322620 |
| SEC # | 801-135287 |
| CIK # | 0002094120 |
| AUM | 137.5 M (2026-03-11) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 480-672-2800 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002094120 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.1 | ||
| Nvidia Corp | 3.0 | ||
| Alphabet Inc | 2.5 | ||
| Tesla Motors Inc | 2.1 | ||
| Broadcom Inc | 1.9 | ||
| Microsoft Corp | 1.6 | ||
| Alphabet Inc | 1.6 | ||
| Amazon Com Inc | 1.4 | ||
| Micron Technology Inc | 1.3 | ||
| Facebook Inc | 1.0 | ||
| Costco Wholesale Corp /NEW | 0.9 | ||
| GameStop Corp | 0.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 4.2 |
| (b) Individuals (high net worth individuals) | 37 | 133.3 |
| (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 | 193 | 137.5 |
| By Discretionary | ||
| Discretionary | 193 | 137.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 193 | 137.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 137.5 | |
| Total | 193 | 137.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002094120] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail, Research |
| LEI | 88-4044716 |
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|---|---|---|
|
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|
Black Walnut Wealth Management LLC
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|
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|
Aventus Investment Advisors Inc
✚
|
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|
IA Private Wealth USA Inc
✚
|
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|
Big Sky Wealth Advisors LLC
✚
|
MT | 134.6 M |
|
Soundpath Retirement Strategies LLC
✚
|
WA | 134.5 M |