# BEVERLY HILLS WEALTH MANAGEMENT, LLC

BEVERLY HILLS WEALTH MANAGEMENT, LLC of BEVERLY HILLS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 152031
- Type: SEC-registered investment adviser
- SEC file number: 801-76566
- Location: 9454 WILSHIRE BLVD., SUITE 820, BEVERLY HILLS, CA, 90212
- Phone: (310) 859-1600
- Latest filing: 2018-10-08
- Regulatory AUM: $142.1M
- Discretionary AUM: $103.9M
- Non-discretionary AUM: $38.2M
- Clients: 5
- Accounts: 631

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| BLACK MARGARET MULLIGAN | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| STAHLBERG STEVEN WILLIAM | WESTERN DIVISION DIRECTOR | — |
| FASS ANDREW COREY | WESTERN DIVISION MARKETING DIRECTOR | — |
| GRAY SCOT ARTHUR | CHIEF INFORMATION OFFICER | — |
| GREENBERG MARYANNE | CHIEF COMPLIANCE OFFICER | — |
| BECERRA DANIEL | CHIEF COMPLIANCE OFFICER | — |
| STUART JOHN DANIEL | CHIEF INFORMATION OFFICER | — |
| BARE DENISE ANNE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152031/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152031/similar
- Related entities: https://search.stillhousedata.com/firm/152031/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152031

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.