$48.4M Total AUM
$48.4M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan · Vanguard
- Clients
- Retail
- Platforms
- Radial
- Established Date
- 09-16-2021
- Office Locations
- 1
Office Locations
-- Katonah NY
About Brandon Hill Wealth Management, LLC
Brandon Hill Wealth Management, LLC is a Katonah, NY registered investment adviser serving retail clients, with a focus on entrepreneurs. The firm provides asset management and asset allocation guidance, including business succession and insurance planning, and implements portfolios primarily using public funds and ETFs, with limited bond and cash exposure. Custody includes Schwab and Fidelity/NFS.
Team overview
-- AVG AGE
$48.4M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Summit
Client Personas
Peak
Custodian
Oak vital
Investment Themes
Foundation
Investment Vehicles
Element vertex
Services
Capital meridian Delta legacy Peak
Technology
Vertex
Owner & Executives
S
SEAN JOSEPH WHELAN
Chief Compliance Officer, Principal
- CRD
- #1516201
- Ownership
- 75% or more
(951) 325-4506
vital.element@ridgecapital.com
in linkedin.com/in/value-zenith
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,388,343 | $1,382,524 |
| Non-Discretionary | $0 | -- |
| Total | $48,388,343 | $1,382,524 |
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Separately Managed Accounts
Total SMA Asset: $48,388,343
Public Funds:
13.1% Equity - Exchange:
17.3% U.S. Government/Agency:
34.7% Cash:
14.4% Municipal Bonds:
20.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $209,790,564 | 13.1% |
| Equity - Exchange | $277,051,660 | 17.3% |
| U.S. Government/Agency | $555,704,775 | 34.7% |
| Cash | $230,609,474 | 14.4% |
| Municipal Bonds | $328,298,211 | 20.5% |
| Total | $1,601,454,684 | 100.0% |