Beverly Hills Private Wealth, LLC

RIASEC Registered

Total AUM

$912M

Discretionary

$912M

100% of AUM

Avg account

$686K

Accounts

1,330

Employees

Advisory reps

Firm details

Headquarters: Beverly Hills, California
CRD number: 321132
Registered since: October 6, 2022
Website: www.bhpw.com
Custodians: GOLDMAN SACHS & CO. LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI93.49%
Individuals3.7%
Pension & Profit Sharing Plans2.3%
Charitable Organizations0.51%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Beverly Hills Private Wealth, LLC is an independent registered investment adviser that registered with the SEC in 2022. The firm serves both high-net-worth individuals and family clients as well as institutional accounts, offering comprehensive wealth-management services that include financial planning, portfolio management for individuals and businesses, pension consulting, and the selection of external advisers. Fee arrangements are flexible and include asset-based fees, hourly charges, and fixed fees. The firm functions as a capital allocator for client portfolios, drawing on third-party managers to access a mix of public and private market strategies. Its advisory model blends discretionary portfolio management with consultative services intended to coordinate outside managers and implement multi-asset solutions across client accounts.