Lisa Madeleine Westermark
Investment Adviser Representative at Beverly Hills Private Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lisa Madeleine Westermark is an investment adviser representative with Beverly Hills Private Wealth, LLC in Beverly Hills, CA, where they have been registered since 2022. They have worked in the securities industry since 2017 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California and Texas.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2013 – Oct 2022Beverly Hills, CA
- BANK OF America, N.A.Mar 2018 – Oct 2022Beverly Hills, CA
- Beverly Hills Private WealthOct 2022 – no end date reportedBeverly Hills, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Beverly Hills Private Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $5,000,000 (waivable)
- Estimated blended rate
- 0.015
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management (direct equity and fixed income portfolio management, concentrated position management, alternative strategies), tax-alpha optimization (tax-loss harvesting, asset location, tax-aware construction, CPA coordination), institutional access (specialized managers, private markets, alternative investments), personal CFO services (cash flow and liquidity oversight, advisor coordination, balance sheet monitoring, next-generation guidance), and legacy and philanthropy planning (estate and trust coordination, charitable planning, multi-generational wealth strategy).
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Beverly Hills, CA
- SEC file number:
- 801-126697
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 19, 2026
View full firm profileOther advisors at Beverly Hills Private Wealth, LLC
5 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lisa Madeleine Westermark has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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