1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BEVERLY HILLS PRIVATE WEALTH, LLC

Map pinBEVERLY HILLS, CA
Phone310-388-3800
NotebookSEC #801-126697
Total AUM
$912.2M
Employees
10
Clients
251

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
350 S. BEVERLY DRIVE
SUITE 360
BEVERLY HILLS
CA 90212
United States
Operating Hours
6 AM - 4 PM
Monday - Friday
Phone
310-388-3800

ReceiptFinancials

Total AUM
$912.2M
Accounts
1,330
Discretionary
$912.2M
Accounts
1,330
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
72
AUM
$33.8M
HNW Individual Clients
162
AUM
$852.9M
Pension/Profit Sharing Plan Clients
16
AUM
$21M
Charitable Organization Clients
1
AUM
$4.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLLANHNYTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account