CRD: 285329
Beacon Hill Private Wealth LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-17-2016
- Office Locations
- 1
Office Locations
About Beacon Hill Private Wealth LLC
Beacon Hill Private Wealth is an independent, fee-only fiduciary RIA founded by CFP Tom Geoghegan, serving individuals and families with complex financial needs. The firm provides integrated wealth management across financial planning, evidence-based portfolio design and ongoing investment oversight, tax planning coordination with outside professionals, and risk management. Custody relationships include Schwab and Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TOMAS AMBROSE GEOGHEGAN
Chief Compliance Officer
- CRD
- #5750013
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,545,034 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,545,034 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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