Overview
Assets Under Management: $149 million
High-Net-Worth Clients: 44
Average Client Assets: $2.0 million
Frequently Asked Questions
BEACON HILL WEALTH MANAGEMENT LTD is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #325860), BEACON HILL WEALTH MANAGEMENT LTD is subject to fiduciary duty under federal law.
BEACON HILL WEALTH MANAGEMENT LTD serves 44 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, BEACON HILL WEALTH MANAGEMENT LTD offers financial planning and portfolio management for individuals. View all service details ↓
BEACON HILL WEALTH MANAGEMENT LTD manages $149 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, BEACON HILL WEALTH MANAGEMENT LTD serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.37%
Average Client Assets: $2.0 million
Total Client Accounts: 258
Discretionary Accounts: 158
Non-Discretionary Accounts: 100
Regulatory Filings
CRD Number: 325860
Filing ID: 2062404
Last Filing Date: 2026-03-17 13:29:29