BEVERLY HILLS WEALTH MANAGEMENT, LLC

BEVERLY HILLS, California·5 registered advisors·CRD# 152031

SEC# 801-765662(310) 859-1600

01

Firm Overview

AUM

$142M

Regulatory assets under management

Employees

5

Total firm employees

Advisors

5

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

Market timing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at BEVERLY HILLS WEALTH MANAGEMENT, LLC

5 registered advisors

Andrew Corey Fass

BEVERLY HILLS, California

Denise Anne Bare

BEVERLY HILLS, California

John Daniel Stuart

BEVERLY HILLS, California

Margaret Mulligan Black

BEVERLY HILLS, California

Steven William Stahlberg

BEVERLY HILLS, California

05

Office Locations

BEVERLY HILLS, California

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Data sourced from SEC Form ADV filings. BEVERLY HILLS WEALTH MANAGEMENT, LLC (CRD# 152031) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.