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BOX HILL PRIVATE WEALTH

· CRD 322620 · IAPD ↗ · boxhillprivatewealth.com · 480-672-2800

$137.5MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — BOX HILL PRIVATE WEALTH (location n/a) is newly SEC-registered with $137.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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