Beverly Hills Wealth Management, LLC — Form D

Beverly Hills Wealth Management, LLC of BEVERLY HILLS, CA, a company, filed a Form D exempt-offering notice with the SEC on 2011-04-01. The offering totals $1.5M, of which $700K was reported sold. Industry: Other Banking and Financial Services.

Offering

• Filed: 2011-04-01
• Form: D
• Accession: 0001516965-11-000002
• Industry: Other Banking and Financial Services
• Exemptions: 06
• Total offering: $1.5M
• Amount sold: $700K
• Remaining: $800K
• Minimum investment: $50K
• Investors: 9
• Date of first sale: 2011-03-24
• Security types: equity
• Revenue range: Decline to Disclose
• SEC file number: 021-157746

Issuer

• Name: Beverly Hills Wealth Management, LLC
• CIK: 0001516965
• Entity type: Limited Liability Company
• Jurisdiction: DELAWARE
• Incorporated: 2010
• Address: 9454 WILSHIRE BLVD, BEVERLY HILLS, CA, 90212
• Phone: 310-859-1600

Officers, directors & promoters (1)

More

• CIK 1516965 on SEC EDGAR (source of record)
• This page as markdown (for LLM agents)
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