BEVERLY HILLS WEALTH MANAGEMENT, LLC
CRD #152031 SEC #801-76566 BEVERLY HILLS, CA (310) 859-1600
SEC Registered Disclosures
Total AUM
$142.1M
Discretionary
$103.9M
Employees
5
Clients
0
Accounts
631
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2018 | $142.1M | $103.9M | $38.2M | 5 | 0 |
| Sep 2018 | $142.1M | $103.9M | $38.2M | 5 | 0 |
| Jul 2018 | $142.1M | $103.9M | $38.2M | 5 | 0 |
| Apr 2018 | $142.1M | $103.9M | $38.2M | 5 | 0 |
| Mar 2018 | $142.1M | $103.9M | $38.2M | 5 | 0 |
| Oct 2017 | $137.5M | $127.5M | $10M | 5 | 0 |
| Oct 2017 | $137.5M | $127.5M | $10M | 5 | 0 |
| Sep 2017 | $153.5M | $143.5M | $10M | 5 | 100 |
| Jun 2017 | $153.5M | $143.5M | $10M | 5 | 100 |
| Mar 2017 | $153.5M | $143.5M | $10M | 8 | 100 |
| Oct 2016 | $289.4M | $288.8M | $619K | 10 | 334 |
| Jul 2016 | $289.4M | $288.8M | $619K | 10 | 334 |
| Jun 2016 | $289.4M | $288.8M | $619K | 10 | 334 |
| May 2016 | $289.4M | $288.8M | $619K | 10 | 334 |
| Mar 2016 | $289.4M | $288.8M | $619K | 10 | 334 |
| Sep 2015 | $310.4M | $307.6M | $2.8M | 20 | 700 |
| Mar 2015 | $310.4M | $307.6M | $2.8M | 20 | 700 |
| Oct 2014 | $401.8M | $399.6M | $2.2M | 25 | 390 |
| Sep 2014 | $401.8M | $399.6M | $2.2M | 25 | 390 |
| Aug 2014 | $401.8M | $399.6M | $2.2M | 25 | 390 |
| Mar 2014 | $401.8M | $399.6M | $2.2M | 25 | 390 |
| Apr 2013 | $229M | $228M | $1M | 16 | 169 |
| Apr 2013 | $229M | $228M | $1M | 16 | 169 |
| Mar 2013 | $229M | $228M | $1M | 16 | 169 |
| Oct 2012 | $107M | $107M | $0 | 1 | 160 |
| Jun 2012 | $107M | $107M | $0 | 1 | 160 |
| Apr 2012 | $107M | $107M | $0 | 1 | 160 |
| Dec 2010 | $0 | $0 | $0 | 5 | -- |
| Sep 2010 | $0 | $0 | $0 | 5 | -- |
| Aug 2010 | $0 | $0 | $0 | 5 | -- |
| Jul 2010 | $0 | $0 | $0 | 5 | -- |
| Jun 2010 | $0 | $0 | $0 | 5 | -- |
| May 2010 | $0 | $0 | $0 | 5 | -- |
| Jan 2010 | $0 | $0 | $0 | 5 | -- |
| Jan 2010 | $0 | $0 | $0 | 5 | -- |
DateOct 2018
Total AUM$142.1M
Discretionary$103.9M
Non-Disc.$38.2M
Employees5
Clients0
DateSep 2018
Total AUM$142.1M
Discretionary$103.9M
Non-Disc.$38.2M
Employees5
Clients0
DateJul 2018
Total AUM$142.1M
Discretionary$103.9M
Non-Disc.$38.2M
Employees5
Clients0
DateApr 2018
Total AUM$142.1M
Discretionary$103.9M
Non-Disc.$38.2M
Employees5
Clients0
DateMar 2018
Total AUM$142.1M
Discretionary$103.9M
Non-Disc.$38.2M
Employees5
Clients0
DateOct 2017
Total AUM$137.5M
Discretionary$127.5M
Non-Disc.$10M
Employees5
Clients0
DateOct 2017
Total AUM$137.5M
Discretionary$127.5M
Non-Disc.$10M
Employees5
Clients0
DateSep 2017
Total AUM$153.5M
Discretionary$143.5M
Non-Disc.$10M
Employees5
Clients100
DateJun 2017
Total AUM$153.5M
Discretionary$143.5M
Non-Disc.$10M
Employees5
Clients100
DateMar 2017
Total AUM$153.5M
Discretionary$143.5M
Non-Disc.$10M
Employees8
Clients100
DateOct 2016
Total AUM$289.4M
Discretionary$288.8M
Non-Disc.$619K
Employees10
Clients334
DateJul 2016
Total AUM$289.4M
Discretionary$288.8M
Non-Disc.$619K
Employees10
Clients334
DateJun 2016
Total AUM$289.4M
Discretionary$288.8M
Non-Disc.$619K
Employees10
Clients334
DateMay 2016
Total AUM$289.4M
Discretionary$288.8M
Non-Disc.$619K
Employees10
Clients334
DateMar 2016
Total AUM$289.4M
Discretionary$288.8M
Non-Disc.$619K
Employees10
Clients334
DateSep 2015
Total AUM$310.4M
Discretionary$307.6M
Non-Disc.$2.8M
Employees20
Clients700
DateMar 2015
Total AUM$310.4M
Discretionary$307.6M
Non-Disc.$2.8M
Employees20
Clients700
DateOct 2014
Total AUM$401.8M
Discretionary$399.6M
Non-Disc.$2.2M
Employees25
Clients390
DateSep 2014
Total AUM$401.8M
Discretionary$399.6M
Non-Disc.$2.2M
Employees25
Clients390
DateAug 2014
Total AUM$401.8M
Discretionary$399.6M
Non-Disc.$2.2M
Employees25
Clients390
DateMar 2014
Total AUM$401.8M
Discretionary$399.6M
Non-Disc.$2.2M
Employees25
Clients390
DateApr 2013
Total AUM$229M
Discretionary$228M
Non-Disc.$1M
Employees16
Clients169
DateApr 2013
Total AUM$229M
Discretionary$228M
Non-Disc.$1M
Employees16
Clients169
DateMar 2013
Total AUM$229M
Discretionary$228M
Non-Disc.$1M
Employees16
Clients169
DateOct 2012
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees1
Clients160
DateJun 2012
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees1
Clients160
DateApr 2012
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees1
Clients160
DateDec 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--