A complete list of active advisors currently associated with Beverly Hills Private Wealth, LLC

Warmer can help you find a great advisor at Beverly Hills Private Wealth, LLC or one who fits your needs even better.

Beverly Hills Private Wealth provides advisory services to individuals, high‑net‑worth clients, trusts, estates, pension and profit‑sharing plans, and business entities, offering comprehensive portfolio management, standalone financial planning, retirement plan consulting, and portfolio monitoring. The firm also uses sub‑advisory arrangements through SmartX to access third‑party money managers and supports a range of planning and consulting topics described in its brochure. The firm’s investment process draws on a mix of fundamental, technical, quantitative, cyclical and sector analysis and implements strategies including asset allocation, fixed‑income positioning, long‑term holdings and alternative investments such as REITs and BDCs. Notably, the brochure discloses the use of derivatives, options and short sales and the use of borrowing/margin in separately managed accounts—practices the firm monitors and documents and that are less common among similar team firms. Beverly Hills Private Wealth manages roughly $912 million in regulatory AUM across about 234 clients and maintains a negotiable $5 million minimum for its comprehensive portfolio management service, reflecting a focus on larger accounts. The firm is also an adviser to an affiliated private fund (the Beverly Hills Private Wealth Select Opportunities Fund) and, in some client relationships, acts as trustee or maintains standing transfer authorizations—arrangements that create custody considerations and are addressed in the firm’s disclosures.

To learn more about the advisors currently working at Beverly Hills Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.