# Beverly Hills Private Wealth, LLC

> Beverly Hills Private Wealth, LLC is an SEC-registered investment advisory firm in Beverly Hills, CA, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 321132
- Filed as: BEVERLY HILLS PRIVATE WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Beverly Hills, CA
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/321132
- AdvisorCensus page: https://advisorcensus.com/firm/beverly-hills-private-wealth-llc-beverly-hills-ca-321132

## Quick answers

**How is Beverly Hills Private Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Beverly Hills Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Beverly Hills Private Wealth, LLC charge?**
Its Form ADV Part 2A brochure dated March 19, 2026 states: Flat fee: up to $20,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Beverly Hills Private Wealth, LLC located?**
Beverly Hills Private Wealth, LLC's principal office is in Beverly Hills, CA, according to its Form ADV.

**Is Beverly Hills Private Wealth, LLC registered with the SEC or a state?**
Beverly Hills Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 321132.

**How much does Beverly Hills Private Wealth, LLC manage?**
Beverly Hills Private Wealth, LLC reports $912,247,090 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**How have Beverly Hills Private Wealth, LLC's assets and staff changed since 2023?**
In the Form ADV data for Beverly Hills Private Wealth, LLC: Regulatory assets under management: $484,000,000 in the October 2023 data and $912,247,090 in the October 2026 data, up 88%. Total employees: 8 in October 2023 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Beverly Hills Private Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (162); individuals (other than high net worth individuals) (72); pension and profit sharing plans (but not the plan participants or government pension plans) (16).

**Which custodians does Beverly Hills Private Wealth, LLC use?**
Beverly Hills Private Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs & Co. LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Beverly Hills Private Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/321132

**What changed in Beverly Hills Private Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $782,522,752 to $912,247,090 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Flat fee: up to $20,000 (financial planning and consulting services)

> Flat fees will not exceed $20,000. The fee-paying arrangements will be determined on a case-by-case basis and will be detailed in the signed consulting agreement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Goldman Sachs & Co. LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $912,247,090
- Discretionary: $912,247,090
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 72 | $33,756,669 |
| High net worth individuals | 162 | $852,887,864 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 16 | $20,968,449 |
| Charitable organizations | Fewer than 5 | $4,634,108 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (3 years)
- Employees: 10 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, LA, NH, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bhpw.com
- LinkedIn @beverly-hills-private-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $484,000,000 | 8 | September 27, 2023 |
| October 2024 | $696,000,000 | 9 | February 20, 2024 |
| October 2025 | $782,522,752 | 10 | March 21, 2025 |
| October 2026 | $912,247,090 | 10 | March 19, 2026 |

Regulatory assets under management: $484,000,000 in the October 2023 data and $912,247,090 in the October 2026 data, up 88%.
Total employees: 8 in October 2023 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $782,522,752 to $912,247,090 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beverly Hills Private Wealth, LLC (CRD 321132): Form ADV filing data as of October 2026.