# Beacon Hill Private Wealth LLC

> Beacon Hill Private Wealth LLC is a state-registered investment advisory firm in Summit, NJ, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 285329
- Filed as: BEACON HILL PRIVATE WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Summit, NJ
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285329
- AdvisorCensus page: https://advisorcensus.com/firm/beacon-hill-private-wealth-llc-summit-nj-285329

## Quick answers

**How is Beacon Hill Private Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Beacon Hill Private Wealth LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Beacon Hill Private Wealth LLC located?**
Beacon Hill Private Wealth LLC's principal office is in Summit, NJ, according to its Form ADV.

**Is Beacon Hill Private Wealth LLC registered with the SEC or a state?**
Beacon Hill Private Wealth LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 285329.

**How much does Beacon Hill Private Wealth LLC manage?**
Beacon Hill Private Wealth LLC reports $53,545,034 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**What types of clients does Beacon Hill Private Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (22); individuals (other than high net worth individuals) (7).

**Does Beacon Hill Private Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/285329

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $53,545,034
- Discretionary: $53,545,034
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $2,341,569 |
| High net worth individuals | 22 | $51,203,465 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- beaconhillprivatewealth.com
- vimeo.com/beaconhillprivatewealth
- Facebook @beaconhillpw
- LinkedIn @beacon-hill-private-wealth-llc
- X @beaconhillpw
- YouTube @beaconhillprivatewealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beacon Hill Private Wealth LLC (CRD 285329): Form ADV filing data as of October 2026.