RIA Intel›Advisers›New Jersey›BEACON HILL PRIVATE WEALTH LLC

BEACON HILL PRIVATE WEALTH LLC

Advisory

SUMMIT, NJ

Data as of Mar 3, 2026 · Source: SEC Form ADV

Rank in NJ

#699

of 775 advisers by AUM

Average account

$470K

across 114 accounts

AUM per adviser

$54M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM

$54M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$54M

Discretionary AUM$54M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients29

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

29 clients

22 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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