Beverly Hills Wealth Management, LLC

Beverly Hills Wealth Management, LLC (CRD# 152031) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $289,417,166 in 811 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    289
    MILLION
  • Total Number of Accounts
    811
    ACCOUNTS
  • Average Account Value
    $356,865
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, NV, NY, TX

Financial Advisors at Beverly Hills Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Margaret M. Black
CRD#: 22518
100 Delfern Dr., Los Angeles, CA 90077
93
Wealthminder
score

Margaret Black (CRD# 22518) is an Investment Advisor Representative working at Beverly Hills Wealth Management, LLC in Los Angeles, CA and has over 37 years of experience in the finance industry.

2
Nancy J. Overton
CRD#: 354496
Jacksonville, FL
93
Wealthminder
score

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

3
Anita A. Brown
CRD#: 3145343
9454 Wilshire Blvd., Ste. 710, Beverly Hills, CA 90212
83
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 18 years of experience in the finance industry.

4
Edward K. Levi
CRD#: 862732
9454 Wilshire Blvd., Ste 710, Beverly Hills, CA 90212
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 27 years of experience in the finance industry.

5
Bart R. Albrigo
CRD#: 1791615
9454 Wilshire Blvd. Ste 710, Beverly Hills, CA 90212
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 29 years of experience in the finance industry.

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