BEVERLY HILLS, CACRD 321132Latest ADV March 19, 2026
Beverly Hills Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Beverly Hills, CA. Its latest Form ADV filing, dated March 19, 2026, reports $912M in regulatory assets under management, 10 employees, and 1,330 accounts.
Assets Under Management
$912M
Employees
10
Offices
--
Total Clients
250
Primary office
BEVERLY HILLS, CA
350 S. BEVERLY DRIVE, SUITE 360, BEVERLY HILLS, CA, United States
Top client segmentHNWI represent 64.8% of total clients.
Top client categories% of clientsClients
1
HNWI
64.8%
162
2
Individuals
28.8%
72
3
Pension Plans
6.4%
16
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$912Mas of March 19, 2026
Discretionary100.0%
$912M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$912M
Total Accounts1,330
10Y AUM Change+$912M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee25:1
10Y Employee Change+4 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.