Beacon Hill Wealth Management Ltd
Beacon Hill Wealth Management Ltd is an SEC-registered mass-market adviser in Victoria, Bc with $148.6M assets under management (AUM, regulatory AUM), +41% over one year. See who owns Beacon Hill Wealth Management Ltd: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325860, SEC 801-129439, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $148.6M (2026-03-17)
- Firm type
- Mass-Market Adviser
- Location
- Victoria, Bc
- Employees
- 6
- Clients
- 180
- CRD
- 325860
- Ownership
- STOOKSBURY, CHRISTOPHER, RANDALL; KLAIBERT, DIXIE, LEE; HOGAN, PHILLIP, DAVID; ATTOLLO VENTURES INC.; BATTERY STREET HOLDINGS LTD
How much AUM does Beacon Hill Wealth Management Ltd have?
Beacon Hill Wealth Management Ltd reported $148.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Beacon Hill Wealth Management Ltd?
Disclosed owners and executives of Beacon Hill Wealth Management Ltd include STOOKSBURY, CHRISTOPHER, RANDALL, KLAIBERT, DIXIE, LEE, HOGAN, PHILLIP, DAVID, ATTOLLO VENTURES INC., BATTERY STREET HOLDINGS LTD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.