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BEVERLY HILLS PRIVATE WEALTH, LLC
CRD 321132 · SEC 801-126697
350 S. BEVERLY DRIVE, SUITE 360, BEVERLY HILLS, CA, 90212, United States
Phone
310-388-3800
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$912.2M
Discretionary AUM
$912.2M
Team
10 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 72 | $33.8M |
| High net worth individuals | 162 | $852.9M |
| Pension/profit sharing plans | 16 | $21.0M |
States served
AZ, CA, LA, NY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD