BEACON HILL PRIVATE WEALTH LLC

BEACON HILL PRIVATE WEALTH LLC of SUMMIT, NJ is an SEC-registered investment adviser (CRD 285329). Regulatory assets under management: $53.5M.

Registration

• CRD: 285329
• Type: Registered investment adviser
• Location: 350 SPRINGFIELD AVENUE, SUMMIT, NJ, 07901
• Phone: 908-608-8444
• Latest filing: 2026-03-03
• Regulatory AUM: $53.5M
• Discretionary AUM: $53.5M
• Clients: 1
• Accounts: 114

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285329 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search