BEVERLY HILLS PRIVATE WEALTH, LLC
CRD #321132 SEC #801-126697 BEVERLY HILLS, CA 310-388-3800
SEC Registered Private Funds
Total AUM
$782.5M
Discretionary
$782.5M
Employees
10
Clients
0
Accounts
1,079
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $782.5M | $782.5M | $0 | 10 | 0 |
| Dec 2024 | $696M | $696M | $0 | 9 | 0 |
| Feb 2024 | $696M | $696M | $0 | 9 | 0 |
| Oct 2023 | $484M | $459M | $25M | 8 | 0 |
| Sep 2023 | $484M | $459M | $25M | 8 | 0 |
| Aug 2023 | $484M | $459M | $25M | 8 | 0 |
| Jul 2023 | $484M | $459M | $25M | 8 | 0 |
| Mar 2023 | $484M | $459M | $25M | 8 | 0 |
| Feb 2023 | $484M | $459M | $25M | 6 | 0 |
| Oct 2022 | $0 | $0 | $0 | 6 | 0 |
| Sep 2022 | $0 | $0 | $0 | 6 | 0 |
DateMar 2025
Total AUM$782.5M
Discretionary$782.5M
Non-Disc.$0
Employees10
Clients0
DateDec 2024
Total AUM$696M
Discretionary$696M
Non-Disc.$0
Employees9
Clients0
DateFeb 2024
Total AUM$696M
Discretionary$696M
Non-Disc.$0
Employees9
Clients0
DateOct 2023
Total AUM$484M
Discretionary$459M
Non-Disc.$25M
Employees8
Clients0
DateSep 2023
Total AUM$484M
Discretionary$459M
Non-Disc.$25M
Employees8
Clients0
DateAug 2023
Total AUM$484M
Discretionary$459M
Non-Disc.$25M
Employees8
Clients0
DateJul 2023
Total AUM$484M
Discretionary$459M
Non-Disc.$25M
Employees8
Clients0
DateMar 2023
Total AUM$484M
Discretionary$459M
Non-Disc.$25M
Employees8
Clients0
DateFeb 2023
Total AUM$484M
Discretionary$459M
Non-Disc.$25M
Employees6
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0