BEVERLY HILLS PRIVATE WEALTH, LLC

BEVERLY HILLS, California·4 registered advisors·CRD# 321132

SEC# 801-1266970310-388-3800

01

Firm Overview

AUM

$696M

Regulatory assets under management

Employees

9

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at BEVERLY HILLS PRIVATE WEALTH, LLC

4 registered advisors

Andrew William Hamelin

BEVERLY HILLS, California

Ira Harry Ravitz

BEVERLY HILLS, California

Lisa Madeleine Westermark

BEVERLY HILLS, California

Scott Marshall Shagrin

BEVERLY HILLS, California

05

Office Locations

BEVERLY HILLS, California

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Data sourced from SEC Form ADV filings. BEVERLY HILLS PRIVATE WEALTH, LLC (CRD# 321132) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.