Beacon Hill Wealth Management Ltd
● SEC registered since 2024CRD 325860SEC# 801-129439Victoria, Bc
Reg. AUM
$148.6M
Employees
6
Accounts
258
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 $148.6 million in regulatory assets under management and employs 6 people.
Beacon Hill Wealth Management Ltd owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Attollo Ventures Inc. Control | Partner | 25-50% | 2023 |
| Battery Street Holdings Ltd Control | Partner | 25-50% | 2023 |
| Christopher Randall Stooksbury Control | Ceo/Partner | 25-50% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Beacon Hill Wealth Management Ltd manage?
Beacon Hill Wealth Management Ltd reports $148.6 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 6 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
| Address | 1133 Fort Street, Victoria, Bc V8V 3K9 |
| Phone | 778-433-1314 |
| Fax | 778-265-0033 |
| Office hours | 9:00a.m. To 4:00p.m. |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$148.6M▲ 41%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$148.6Mregulatory AUM
Discretionary $106.4MNon-discretionary $42.1M