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Brandon Hill Wealth Management, LLC

● SEC registered since 2026CRD 315778SEC# 801-135868
Export (members)
Reg. AUM
$48.4M
Employees
1
Accounts
35
Location
—

Brandon Hill Wealth Management, LLC assets under management

Brandon Hill Wealth Management, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2026. It reports $48.4 million in regulatory assets under management and employs 1 people.
brandonhillwealthmgmt.comView on SEC.gov ↗

Brandon Hill Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Sean Joseph Whelan ControlMember & Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Brandon Hill Wealth Management, LLC manage?

Brandon Hill Wealth Management, LLC reports $48.4 million in regulatory assets under management on its Form ADV.

How many employees does Brandon Hill Wealth Management, LLC have?

Brandon Hill Wealth Management, LLC reports 1 employees.

Does Brandon Hill Wealth Management, LLC disclose fund performance?

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

Contact & registration

Phone914-582-0839
Office hours9:00a.m. - 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$48.4M
Non-discretionary$0
Total (RAUM)$48.4M