Brandon Hill Wealth Management, LLC
RIASEC RegisteredEst. 2026
Total AUM
$48.4M
Discretionary
$48.4M
100% of AUM
Avg account
$1.4M
Accounts
35
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 315778
- Registered since
- April 16, 2026
- Website
- brandonhillwealthmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC., J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.31%
- Individuals7.69%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Brandon Hill Wealth Management, LLC is a limited liability company that registered with the SEC in 2026 and is owned by an individual. The firm advises individuals and families, charging fees as a percentage of assets under management. Its stated advisory activity is portfolio management for individuals and small businesses. The firm does not identify itself as an active ESG investor, is not a multi-state adviser, and is not described as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities25%
- US Government Bonds3%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Contacts
1 of 1Sean Whelan
PrincipalCRD 1516201
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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