BRANDON HILL WEALTH MANAGEMENT, LLC
BRANDON HILL WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 315778). Regulatory assets under management: $48.4M.
Registration
- CRD: 315778
- SEC file number: 801-135868
- Type: Registered investment adviser
- Phone: 914-582-0839
- Latest filing: 2026-06-09
- Regulatory AUM: $48.4M
- Discretionary AUM: $48.4M
- Clients: 1
- Accounts: 35
Business model
Compensation: % of AUM.
Clients served: High net worth.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Sean Joseph Whelan | MEMBER & CHIEF COMPLIANCE OFFICER | — |
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