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BEVERLY HILLS WEALTH MANAGEMENT, LLC
BEVERLY HILLS WEALTH MANAGEMENT, LLC (CRD# 152031) is an SEC-Registered Investment Advisor (RIA), headquartered in Beverly Hills, CA. The SEC approved the firm to operate as an RIA in Apr 2012. In Oct 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $142.1 Million, and has discretion over 73% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
BEVERLY HILLS WEALTH MANAGEMENT, LLC also reported in Oct 2018:
  • 5 employees, all of whom perform advisory functions.
  • A total of 3 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
BEVERLY HILLS WEALTH MANAGEMENT, LLC has one or more disclosure events currently on file with the SEC.
 

View BEVERLY HILLS WEALTH MANAGEMENT, LLC's most recent Form ADV filing
 


BEVERLY HILLS WEALTH MANAGEMENT, LLC has Notice Filings with the following State Securities Authorities: AZ-Apr 2012, CA-May 2010, FL-Oct 2012, LA-Apr 2013, NY-Mar 2014 , TX-Apr 2012

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.