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

Clients

Accounts

631

This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Sep 24, 2018
Branch Offices: 2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BARE, DENISE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
BECERRA, DANIEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
BECERRA, DANIEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
BECERRA, DANIEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
BECERRA, DANIEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
BECERRA, DANIEL	I	CHIEF COMPLIANCE OFFICER	NA	Control
FASS, ANDREW, COREY	I	WESTERN DIVISION MARKETING DIRECTOR	NA	Control
FASS, ANDREW, COREY	I	WESTERN DIVISION MARKETING DIRECTOR	NA	Control
FASS, ANDREW, COREY	I	WESTERN DIVISION MARKETING DIRECTOR	NA	Control
FASS, ANDREW, COREY	I	WESTERN DIVISION MARKETING DIRECTOR	NA	Control
FASS, ANDREW, COREY	I	WESTERN DIVISION MARKETING DIRECTOR	NA	Control
FASS, ANDREW, COREY	I	WESTERN DIVISION MARKETING DIRECTOR	NA	Control
FASS, ANDREW, COREY	I	WESTERN DIVISION MARKETING DIRECTOR	NA	Control
FASS, ANDREW, COREY	I	WESTERN DIVISION MARKETING DIRECTOR	NA	Control
FASS, ANDREW, COREY	I	WESTERN DIVISION MARKETING DIRECTOR	NA	Control
FASS, ANDREW, COREY	I	WESTERN DIVISION MARKETING DIRECTOR	NA	Control
GRAY, SCOT, ARTHUR	I	CHIEF INFORMATION OFFICER	NA
GRAY, SCOT, ARTHUR	I	CHIEF INFORMATION OFFICER	NA
GRAY, SCOT, ARTHUR	I	CHIEF INFORMATION OFFICER	NA
GRAY, SCOT, ARTHUR	I	CHIEF INFORMATION OFFICER	NA
GRAY, SCOT, ARTHUR	I	CHIEF INFORMATION OFFICER	NA
GRAY, SCOT, ARTHUR	I	CHIEF INFORMATION OFFICER	NA
GREENBERG, MARYANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
GREENBERG, MARYANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
GREENBERG, MARYANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
GREENBERG, MARYANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
GREENBERG, MARYANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
GREENBERG, MARYANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
STAHLBERG, STEVEN, WILLIAM	I	WESTERN DIVISION DIRECTOR	NA	Control
STAHLBERG, STEVEN, WILLIAM	I	WESTERN DIVISION DIRECTOR	NA	Control
STAHLBERG, STEVEN, WILLIAM	I	WESTERN DIVISION DIRECTOR	NA	Control
STAHLBERG, STEVEN, WILLIAM	I	WESTERN DIVISION DIRECTOR	NA	Control
STAHLBERG, STEVEN, WILLIAM	I	WESTERN DIVISION DIRECTOR	NA	Control
STAHLBERG, STEVEN, WILLIAM	I	WESTERN DIVISION DIRECTOR	NA	Control
STAHLBERG, STEVEN, WILLIAM	I	WESTERN DIVISION DIRECTOR	NA	Control
STAHLBERG, STEVEN, WILLIAM	I	WESTERN DIVISION DIRECTOR	NA	Control
STAHLBERG, STEVEN, WILLIAM	I	WESTERN DIVISION DIRECTOR	NA	Control
STAHLBERG, STEVEN, WILLIAM	I	WESTERN DIVISION DIRECTOR	NA	Control
STUART, JOHN, DANIEL	I	CHIEF INFORMATION OFFICER	NA	Control
STUART, JOHN, DANIEL	I	CHIEF INFORMATION OFFICER	NA	Control
STUART, JOHN, DANIEL	I	CHIEF INFORMATION OFFICER	NA	Control
STUART, JOHN, DANIEL	I	CHIEF INFORMATION OFFICER	NA	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
BLACK, MARGARET, MULLIGAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control

Registrations

Federal

Sep 24, 2018 REGISTERED

Notice Filings (7)

AZ CA FL LA NV NY TX

Address

9454 WILSHIRE BLVD.
SUITE 820
BEVERLY HILLS, CA 90212
United States

Phone: (310) 859-1600