RIA Intel›Advisers›California›BEVERLY HILLS WEALTH MANAGEMENT, LLC

BEVERLY HILLS WEALTH MANAGEMENT, LLC

Advisory

N·BEVERLY HILLS, CA

Data as of Oct 8, 2018 · Source: SEC Form ADV

Total AUM

$142M

1-Year AUM Growth

+3.4%

3-Year CAGR

-22.4%

Employees

5

Assets Under Management

Total AUM$142M

Discretionary AUM$104M

Non-Discretionary AUM$38M

Discretionary %73.1%

Total Clients—

Team

Total Employees5

Investment Advisers5

Employee Growth (1Y)—

Filing History

Total Filings on Record38

First FilingNov 13, 2009

Latest FilingOct 8, 2018

🔒 Full AUM trend chart and 38 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BEVERLY HILLS WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.