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Beacon Hill Wealth Management Ltd

● SEC registered since 2024CRD 325860SEC# 801-129439Victoria, Bc
Export (members)
Reg. AUM
$105.7M
Employees
5
Accounts
233
Location
Victoria, Bc

Beacon Hill Wealth Management Ltd assets under management

Beacon Hill Wealth Management Ltd is an SEC-registered investment adviser based in Victoria, Bc. The firm has been registered since 2024. It reports $105.7 million in regulatory assets under management and employs 5 people.

Beacon Hill Wealth Management Ltd owners & executives

7 reported
NameTitleOwnershipSince
Attollo Ventures Inc. ControlPartner25-50%2023
Battery Street Holdings Ltd ControlPartner25-50%2023
Christopher Randall Stooksbury ControlCeo/Partner25-50%2023
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Frequently asked questions

How much does Beacon Hill Wealth Management Ltd manage?

Beacon Hill Wealth Management Ltd reports $105.7 million in regulatory assets under management on its Form ADV.

How many employees does Beacon Hill Wealth Management Ltd have?

Beacon Hill Wealth Management Ltd reports 5 employees.

Where is Beacon Hill Wealth Management Ltd located?

Beacon Hill Wealth Management Ltd is based in Victoria, Bc and has been SEC-registered since 2024.

Does Beacon Hill Wealth Management Ltd disclose fund performance?

Beacon Hill Wealth Management Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1133 Fort Street, Victoria, Bc V8V 3K9
Phone778-433-1314
Fax778-265-0033
Office hours9:00a.m. To 4:00p.m.
SEC regionHQ
Discloses disciplinary historyNo

Assets under management

Discretionary$26.6M
Non-discretionary$79.1M
Total (RAUM)$105.7M