PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

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.

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

Regulatory AUM

$48.4MNo change
Mar '26 — $48.4MApr '26 — $48.4MMay '26 — $48.4MJun '26 — $48.4M
Mar '26Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$48.4Mregulatory AUM
Discretionary $48.4M