BEACON HILL WEALTH MANAGEMENT LTD

BEACON HILL WEALTH MANAGEMENT LTD of VICTORIA, BC is an SEC-registered investment adviser (CRD 325860). Regulatory assets under management: $148.6M.

Registration

• CRD: 325860
• SEC file number: 801-129439
• Type: Registered investment adviser
• Location: 1133 FORT STREET, VICTORIA, BC, V8V 3K9
• Phone: 778-433-1314
• Latest filing: 2026-03-17
• Regulatory AUM: $148.6M
• Discretionary AUM: $106.4M
• Non-discretionary AUM: $42.1M
• Clients: 6
• Accounts: 258

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325860 on SEC IAPD (source of record)
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