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Building 2BEVERLY HILLS WEALTH MANAGEMENT, LLC

Map pinBEVERLY HILLS, CA
Phone(310) 859-1600
NotebookSEC #801-76566
Total AUM
$142.1M
Employees
5
Clients
168

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9454 WILSHIRE BLVD.
SUITE 820
BEVERLY HILLS
CA 90212
United States
Operating Hours
8:00 A.M. TO 4:00 P.M.
Monday - Friday
Phone
(310) 859-1600
Other Offices
2

ReceiptFinancials

Total AUM
$142.1M
Accounts
631
Discretionary
$103.9M
Accounts
318
Non-Discretionary
$38.2M
Accounts
313

ContactClients

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Individual Clients
88
AUM
$20.3M
HNW Individual Clients
80
AUM
$121.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCAFLLANYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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