BEVERLY HILLS PRIVATE WEALTH, LLC

350 S. Beverly Drive
Suite 360
Beverly Hills, California 90212
Tel: 310-388-3800

About BEVERLY HILLS PRIVATE WEALTH, LLC

BEVERLY HILLS PRIVATE WEALTH, LLC, formally registered with the SEC as BEVERLY HILLS PRIVATE WEALTH, LLC. The firm was established in 10/06/2022. They have over 1 offices throughout the country.

BEVERLY HILLS PRIVATE WEALTH, LLC is a Beverly Hills, California based Financial Planning firm with nearly $696,000,000 assets under management, offering retirement planning & investment advisory services to 1097 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	321132
SEC#	801-126697
Assets Managed by Firm	$696,000,000
No. of Clients	1097
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1097	$696,000,000
Individuals (other than high net worth individuals)	61	$18,300,000
High net worth individuals	151	$673,000,000
Corporations or other businesses	Fewer than 5 clients	$4,700,000

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