Beverly Hills Private Wealth, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 321132
- SEC number
- 801-126697
- Firm type
- RIA
- Assets under management
- $912.2M as of Mar 19, 2026
- Website
- www.bhpw.com ↗
- Phone
- 310-388-3800
- Address
- 350 S. Beverly Drive, Beverly Hills, CA, 90212
Advisors at this firm
6 in our index · page 1 of 1
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Andrew FullerCRD 7268562 · Beverly Hills, CAIA RegisteredRegistration inactive
-
Bradley S HammermanCRD 5407320 · Beverly Hills, CAIA Registered
-
Nick Vaziri NejadCRD 6787338 · Beverly Hills, CAIA Registered
-
Ira Harry RavitzCRD 2922734 · Beverly Hills, CAIA RegisteredRegistration inactive
-
Scott Marshall ShagrinCRD 1162316 · Beverly Hills, CAIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Lisa Madeleine WestermarkCRD 6187514 · Beverly Hills, CAIA RegisteredRegistration inactive
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 321132 ↗
FINRA BrokerCheck record for firm CRD 321132 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.