Overview
Assets Under Management: $142 million
Headquarters: BEVERLY HILLS, CA
High-Net-Worth Clients: 80
Average Client Assets: $1.5 million
Frequently Asked Questions
BEVERLY HILLS WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152031), BEVERLY HILLS WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BEVERLY HILLS WEALTH MANAGEMENT, LLC is headquartered in BEVERLY HILLS, CA.
BEVERLY HILLS WEALTH MANAGEMENT, LLC serves 80 high-net-worth clients according to their SEC filing dated October 08, 2018. View client details ↓
According to their SEC Form ADV, BEVERLY HILLS WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BEVERLY HILLS WEALTH MANAGEMENT, LLC manages $142 million in client assets according to their SEC filing dated October 08, 2018.
According to their SEC Form ADV, BEVERLY HILLS WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.68%
Average Client Assets: $1.5 million
Total Client Accounts: 631
Discretionary Accounts: 318
Non-Discretionary Accounts: 313
Regulatory Filings
CRD Number: 152031
Filing ID: 1244809
Last Filing Date: 2018-10-08 17:33:00