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Lisa Madeleine Westermark

BEVERLY HILLS PRIVATE WEALTH, LLC·BEVERLY HILLS, California
Unclaimed Profile
350 S. BEVERLY DRIVE, BEVERLY HILLS, CA 90212CRD# 6187514Firm CRD# 321132
01

About

Lisa Madeleine Westermark is a registered financial advisor based in BEVERLY HILLS, California, affiliated with BEVERLY HILLS PRIVATE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BEVERLY HILLS PRIVATE WEALTH, LLC
BEVERLY HILLS PRIVATE WEALTH, LLC
AUM
$696M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at BEVERLY HILLS PRIVATE WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6187514
Firm CRD# 321132
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lisa Madeleine Westermark offer?
Lisa Madeleine Westermark specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEVERLY HILLS, California for a consultation.
What are Lisa Madeleine Westermark's credentials?
Lisa Madeleine Westermark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Madeleine Westermark located?
Lisa Madeleine Westermark is based in BEVERLY HILLS, California, working with BEVERLY HILLS PRIVATE WEALTH, LLC. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.
How does Lisa Madeleine Westermark charge for services?
Lisa Madeleine Westermark'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 PRIVATE WEALTH, LLC?
BEVERLY HILLS PRIVATE WEALTH, LLC has approximately 9 employees and manages $696M 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 PRIVATE WEALTH, LLC

Ira Harry Ravitz
BEVERLY HILLS, CA
Scott Marshall Shagrin
BEVERLY HILLS, CA
Andrew William Hamelin
BEVERLY HILLS, CA

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Research
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