BEACON HILL WEALTH MANAGEMENT LTD
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $148.6M |
| Discretionary | $106.4M72% of AUM |
| Non-Discretionary | $42.1M |
| Client Accounts | 258 |
| Avg Account Size | $576K |
| Employees | 6 |
| Peak AUM | $148.6MMar 2026 |
AUM by Client Type
Total AUM
$149M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $149M | +40.5% | — | — | |
| Discretionary AUM | $106M | ||||
Key Metrics
| Total AUM | $148.6M |
| Discretionary | $106.4M |
| Employees | 6 |
| Client Accounts | 258 |
| Client Range | 0 |
Contact & Location
Address
1133 FORT STREET
VICTORIA, BC V8V 3K9
Canada
Phone
778-433-1314
Filing History
6 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$106M
71.6% of AUM
Non-Discretionary
$42M
28.4% of AUM
Disc. mix ▲ 46.5pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported