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BEVERLY HILLS PRIVATE WEALTH, LLC

BEVERLY HILLS, CA · CRD 321132 · IAPD ↗ · bhpw.com · 310-388-3800

$912.2MRegulatory AUM
6Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2025 — BEVERLY HILLS PRIVATE WEALTH, LLC now reports 1 private fund(s) ($6.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
70
March 2024 — BEVERLY HILLS PRIVATE WEALTH, LLC crossed $500M in regulatory AUM ($484.0M -> $696.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
March 2024 — BEVERLY HILLS PRIVATE WEALTH, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.