CRD 315778Registration Status: ApprovedEffective since April 16, 2026Latest ADV June 9, 2026
Brandon Hill Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated June 9, 2026, reports $48M in regulatory assets under management, 1 employee, 1 office, and 35 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentHNWI represent 52.6% of total clients.
Top client categories% of clientsClients
1
HNWI
52.6%
10
2
Individuals
47.4%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$48Mas of June 9, 2026
Discretionary100.0%
$48M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$48M
Total Accounts35
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee19:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.