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BEVERLY HILLS PRIVATE WEALTH, LLC

SEC Form ADV profile.

Total regulatory AUM
$912,247,090
Discretionary
$912,247,090
Non-discretionary
$0

Firm details

CRD number
321132
SEC file number
801-126697
Main office
BEVERLY HILLS, CA, United States
Employees
10
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.