BEVERLY HILLS PRIVATE WEALTH, LLC of BEVERLY HILLS, CA is an SEC-registered investment adviser (CRD 321132). Regulatory assets under management: $912.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Ira Harry Ravitz | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR; TRUSTEE | — |
| Scott Marshall Shagrin | MANAGING DIRECTOR; TRUSTEE | — |
| Lisa Madeleine Westermark | MEMBER | — |
| HAMELIN ANDREW WILLIAM | CHIEF COMPLIANCE OFFICER | — |
| RAVITZ IRA HARRY | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR; TRUSTEE | — |
| SHAGRIN SCOTT MARSHALL | MANAGING DIRECTOR; TRUSTEE | — |
| WEINER LISA MADELEINE | MEMBER | — |
| WESTERMARK LISA MADELEINE | MEMBER | — |