Beverly Hills Private Wealth, LLC
● SEC registered since 2022CRD 321132SEC# 801-126697Beverly Hills, CA
Reg. AUM
$912.2M
Employees
10
Accounts
1,330
Location
Beverly Hills, CA
Beverly Hills Private Wealth, LLC assets under management
Beverly Hills Private Wealth, LLC is an SEC-registered investment adviser based in Beverly Hills, CA. The firm has been registered since 2022. It reports $912.2 million in regulatory assets under management and employs 10 people.
Beverly Hills Private Wealth, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| IRA Harry Ravitz Control | Chief Compliance Officer & Managing Director | Under 5% | 2022 |
| Lisa Madeleine Westermark | Member | 5-10% | 2022 |
| Ravitz Family Trust Control | Member | 25-50% | 2022 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Beverly Hills Private Wealth, LLC manage?
Beverly Hills Private Wealth, LLC reports $912.2 million in regulatory assets under management on its Form ADV.
How many employees does Beverly Hills Private Wealth, LLC have?
Beverly Hills Private Wealth, LLC reports 10 employees.
Where is Beverly Hills Private Wealth, LLC located?
Beverly Hills Private Wealth, LLC is based in Beverly Hills, CA and has been SEC-registered since 2022.
Does Beverly Hills Private Wealth, LLC disclose fund performance?
Beverly Hills Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 350 S. Beverly Drive, Suite 360, Beverly Hills, CA 90212 |
| Phone | 310-388-3800 |
| Office hours | 6 a.m. - 4 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1965710 |
| Discloses disciplinary history | No |
Regulatory AUM
$912.2M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$912.2Mregulatory AUM
Discretionary $912.2M