This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0

Regulatory AUM

$149MItem 5.F on the latest filing (2026-09-17); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$106M

Private client RAUM

$149MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$29.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

6

Offices

0Schedule D 1.F, beyond the principal office

Accounts

258

Individual clients

136

High net worth clients

44

SEC number

801-129439

CRD

325860

Filings on the tape

7

First filed

Jan 2, 2024

Latest filed

Sep 17, 2026

Organised

Corporation

Website

beaconhillwm.ca

• Occurred

  Jul 25, 2025
  Advisor changed firm

  Uyen Thuy Pham left Beacon Hill Wealth Management Ltd for Raymond James (Usa) Ltd (registered 2025-10-03)

  Form ADVobserved 4 days ago
• Occurred

  Jan 2, 2024
  First Form ADV filing

  Beacon Hill Wealth Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cd505249-06bb-02b6-ce0e-3f879552b816

First observed

Jan 2, 2024

Last observed

Sep 17, 2026 2 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.