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FOX HILL WEALTH MANAGEMENT

DEDHAM, MA · CRD 321881 · IAPD ↗ · 781-613-2600

$290.2MRegulatory AUM
7Advisory reps
8Employees
0Clients
1-10Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — FOX HILL WEALTH MANAGEMENT reported RAUM up 27% ($198.4M -> $251.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
April 2024 — FOX HILL WEALTH MANAGEMENT notice-filed in CO, NC, PA, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — FOX HILL WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2024 — FOX HILL WEALTH MANAGEMENT reported RAUM up 28% ($154.6M -> $198.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.