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BEACON HILL WEALTH MANAGEMENT LTD

VICTORIA, BC, Canada · CRD 325860 · IAPD ↗ · beaconhillwm.ca · 778-433-1314

$148.6MRegulatory AUM
6Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

12
April 2026 — BEACON HILL WEALTH MANAGEMENT LTD notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
33
April 2026 — BEACON HILL WEALTH MANAGEMENT LTD reported RAUM up 41% ($105.7M -> $148.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
38
April 2026 — BEACON HILL WEALTH MANAGEMENT LTD grew from 3 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2025 — BEACON HILL WEALTH MANAGEMENT LTD now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
65
February 2024 — BEACON HILL WEALTH MANAGEMENT LTD (VICTORIA, BC, Canada) is newly SEC-registered with $0 RAUM and 3 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.