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June 02, 2015 3:39 AM ET

Capital Markets

Company Overview of Beverly Hills Wealth Management, LLC

Company Overview

Beverly Hills Wealth Management, LLC provides investment and wealth management advisory services to high net worth individuals. It offers an institutional level of investment products and services, including individual securities, fixed income products, professionally managed accounts, mutual funds, alternative investments, access to institutional capital markets, prime brokerage/international trading, tax resources, insurance and annuities, and retirement planning resources, as well as charitable, trust, cash management, margin, and lending services. The company also provides BHWM Maestro, a cloud-based dashboard that allows RIAs and advisors to consolidate their operational, sales, and com...

9454 Wilshire Boulevard

Beverly Hills, CA 90212

United States

Founded in 2010

Key Executives for Beverly Hills Wealth Management, LLC

Chief Executive Officer and President
Senior Vice President and Wealth Management Advisor
Chief Information officer
Director of Western Division
Financial Advisor and Western Division Marketing Director
Compensation as of Fiscal Year 2014.

Beverly Hills Wealth Management, LLC Key Developments

Beverly Hills Wealth Management Launches Internal Asset Management Division

Beverly Hills Wealth Management announced McComsey Asset Management, launching an internal asset management division that BHWM advisors will have exclusive access to for use within their clients' financial plans. This is the latest in a series of growth and expansion announcements, highlighting new innovations and new partner advisors joining. McComsey Asset Management's strategies were developed with a focus on earnings revisions.

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Recent Private Companies Transactions

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Date
Target
No transactions available in the past 12 months.
 

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