Beverly Hills Wealth Management, LLC

Beverly Hills Wealth Management, LLC (CRD# 152031) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $137,500,000 in 627 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    627
    ACCOUNTS
  • Average Account Value
    $219,298
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, LA, NY, TX

Financial Advisors at Beverly Hills Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Margaret M. Black
CRD#: 22518
9454 Wilshire Blvd., Ste. 820, Beverly Hills, CA 90210
93
Wealthminder
score

Margaret Black (CRD# 22518) is an Investment Advisor Representative working at Beverly Hills Wealth Management, LLC in Beverly Hills, CA and has over 38 years of experience in the finance industry.

2
Nancy J. Overton
CRD#: 354496
9454 Wilshire Blvd., Ste. 820, Beverly Hills, CA 90210
93
Wealthminder
score

Nancy Overton (CRD# 354496) is an Investment Advisor Representative working at Beverly Hills Wealth Management, LLC in Beverly Hills, CA and has over 35 years of experience in the finance industry.

3
Anita A. Brown
CRD#: 3145343
9454 Wilshire Blvd., Ste. 820, Beverly Hills, CA 90210
86
Wealthminder
score

Anita Brown (CRD# 3145343) is an Investment Advisor Representative working at Beverly Hills Wealth Management, LLC in Beverly Hills, CA and has over 19 years of experience in the finance industry.

4
Bryce R. Noel
CRD#: 1218331
9454 Wilshire Blvd., Ste. 820, Beverly Hills, CA 90210
86
Wealthminder
score

Bryce Noel (CRD# 1218331) is an Investment Advisor Representative working at Beverly Hills Wealth Management, LLC in Beverly Hills, CA and has over 12 years of experience in the finance industry.

5
Edward K. Levi
CRD#: 862732
9454 Wilshire Blvd., Ste. 820, Beverly Hills, CA 90210
83
Wealthminder
score

Edward Levi (CRD# 862732) is an Investment Advisor Representative working at Beverly Hills Wealth Management, LLC in Beverly Hills, CA and has over 28 years of experience in the finance industry.

6
Bart R. Albrigo
CRD#: 1791615
9454 Wilshire Blvd., Ste. 820, Beverly Hills, CA 90210
58
Wealthminder
score

Bart Albrigo (CRD# 1791615) is an Investment Advisor Representative working at Beverly Hills Wealth Management, LLC in Beverly Hills, CA and has over 30 years of experience in the finance industry.

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