BEVERLY HILLS PRIVATE WEALTH, LLC
SEC RegisteredInstitutional Precision. Family Office Experience.
About the firm
Beverly Hills Private Wealth is an independent Registered Investment Adviser formed to move beyond the constraints of traditional Wall Street advisory models. As a fiduciary, the firm serves as a family fiduciary, combining decades of industry experience with the focus and accountability of a boutique advisory firm. Client assets are custodied with Goldman Sachs Advisor Solutions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
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).
Who they serve
Families seeking independent fiduciary oversight with institutional experience and coordinated family office capabilities; currently serving 230+ families.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 72 | $34M |
| High Net Worth Individuals | 162 | $853M |
| Charitable Organizations | 16 | $21M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BEVERLY HILLS PRIVATE WEALTH, LLC 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 the SEC or FINRA websites before making any decision.
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