Beverly Hills Private Wealth, LLC

Beverly Hills Private Wealth, LLC (CRD# 321132) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $696,000,000 in 1,097 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
350 S. Beverly Drive, Suite 360, Beverly Hills, CA 90212
https://www.linkedin.com/company/beverly-hills-private-wealth/
By the Numbers
  • Total Assets Under Management
    696
    MILLION
  • Total Number of Accounts
    1,097
    ACCOUNTS
  • Average Account Value
    $634,458
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, LA, NH, NY, TX

Financial Advisors at Beverly Hills Private Wealth, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Ira Ravitz, financial advisor Beverly Hills CA
Ira H. Ravitz
CRD#: 2922734
350 S. Beverly Drive, Suite 360, Beverly Hills, CA 90212

Ira Ravitz (CRD# 2922734) is an Investment Advisor Representative working at Beverly Hills Private Wealth, LLC in Beverly Hills, CA and has over 25 years of experience in the finance industry.

2
Scott Shagrin, financial advisor Beverly Hills CA
Scott M. Shagrin
CRD#: 1162316
350 S. Beverly Drive, Suite 360, Beverly Hills, CA 90212

Scott Shagrin (CRD# 1162316) is an Investment Advisor Representative working at Beverly Hills Private Wealth, LLC in Beverly Hills, CA and has over 40 years of experience in the finance industry.

3
Lisa Westermark, financial advisor Beverly Hills CA
Lisa M. Westermark
CRD#: 6187514
350 S. Beverly Drive, Suite 360, Beverly Hills, CA 90212

Lisa Westermark (CRD# 6187514) is an Investment Advisor Representative working at Beverly Hills Private Wealth, LLC in Beverly Hills, CA and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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