Acquisition Opportunity Hemington Wealth Management was acquired by Beacon Pointe on December 1, 2025. This integration creates a potential opportunity to engage with Beacon Pointe clients or to position services that align with post-acquisition onboarding, consolidation of family offices, and cross-sell wealth management capabilities.

Growth Stage With a revenue range of 1M to 10M and a lean team of 2-10 employees, Hemington represents a mid-sized, private wealth boutique with potential needs for scalable tech, compliance, and operations support as it expands under new ownership and governance.

Tech and Compliance Their technology stack includes PWA readiness and security features like reCAPTCHA, alongside standard digital assets. This indicates openness to modern client experiences and secure online engagement, presenting upsell opportunities for advanced portfolio analytics, CRM integration, or cybersecurity enhancements.

Asset Allocation Recent activity shows stakes in Intuitive Machines and Ross Stores, plus a history of diversified ETF exposure, suggesting a client base comfortable with differentiated alternative and growth allocations. This presents cross-sell potential for specialized funds, managed accounts, or tax-efficient strategies tailored to high net worth individuals.

Family Office Narrative Positioned as a personal CFO for high net worth families and multi-generational planning, Hemington’s services align with comprehensive financial planning, tax and estate coordination. This indicates opportunities to partner on estate planning, philanthropic advisory, and integrated family governance solutions.