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John Daniel Stuart

BEVERLY HILLS WEALTH MANAGEMENT, LLC·BEVERLY HILLS, California
SIE, Series 7, Series 7TOClean recordBEVERLY HILLS WEALTH MANAGEMENT, LLC
9454 WILSHIRE BLVD., BEVERLY HILLS, CA 90212CRD# 5633617Firm CRD# 152031

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Daniel Stuart · BEVERLY HILLS, CA
Registration
CRD #5633617 · BEVERLY HILLS WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BEVERLY HILLS WEALTH MANAGEMENT, LLC
CRD 152031 · SEC 801-76566
AUM
$142M
Regulatory assets under management
Employees
5
631 client accounts
Services offered by BEVERLY HILLS WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BEVERLY HILLS WEALTH MANAGEMENT, LLC →
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Frequently Asked Questions

What services does John Daniel Stuart offer?
John Daniel Stuart specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEVERLY HILLS, California for a consultation.
What are John Daniel Stuart's credentials?
John Daniel Stuart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Daniel Stuart located?
John Daniel Stuart is based in BEVERLY HILLS, California, working with BEVERLY HILLS WEALTH MANAGEMENT, LLC. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.
How does John Daniel Stuart charge for services?
John Daniel Stuart's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BEVERLY HILLS WEALTH MANAGEMENT, LLC?
BEVERLY HILLS WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BEVERLY HILLS WEALTH MANAGEMENT, LLC

Andrew Corey Fass
BEVERLY HILLS, CA
Denise Anne Bare
BEVERLY HILLS, CA
Margaret Mulligan Black
BEVERLY HILLS, CA
Steven William Stahlberg
BEVERLY HILLS, CA

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