$912.2M Total AUM
$912.2M Disc. AUM
-- 3Y CAGR
10 Employees
250 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Folio Investments ยท Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Prime fusionCrest legacy
- Established Date
- 10-06-2022
- Office Locations
- 1
Office Locations
350 S. Beverly Drive Suite 360 Beverly Hills CA
About Beverly Hills Private Wealth, LLC
Beverly Hills Private Wealth is an independent RIA serving successful individuals and families with integrated wealth planning, investment management, tax planning, and risk management aimed at preserving wealth across generations. Portfolios are largely implemented with ETFs alongside fixed income. The firm uses Goldman Sachs Custody Solutions for custody.
Team overview
62 AVG AGE
$152.0M AVG AUM / ADVISOR
$3.6M AVG AUM / CLIENT
2.9 yrs AVG TENURE
10 Employees
6 Advisory Reps
6 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Wave Vertex alpha Horizon meridian Frontier Unison radial Vertex Frontier Atlas delta Prime optima
Client Personas
Vertex fusion
Custodian
Insight peak Summit vector Summit Foundation Value
Investment Themes
Matrix optima North quantum Value pathway Capital
Investment Vehicles
Timber Momentum
Platform
Horizon Value
Services
Wave summit Meridian insight Quantum Pioneer Unison meridian Frontier capital Signal pioneer Insight Oak Fusion prime
Technology
Value fusion Matrix crest
Owner & Executives
L
LISA MADELEINE WESTERMARK
Advisor
- CRD
- #6187514
- Ownership
- 5% but less than 10%
(633) 810-6805
element.ember@timbercapital.com
in linkedin.com/in/ridge-optima
IRA HARRY RAVITZ
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #2922734
- Ownership
- Less than 5%
(481) 303-4734
delta.radial@matrixcapital.com
in linkedin.com/in/harbor-timber
L
Legacy horizon
Zenith vital
- CRD
- #33411
- Ownership
- 18.7%
(800) 534-5263
matrix.eagle@elementcapital.com
in linkedin.com/in/prime-legacy
Showing 2 of 3 owners & executives
Unlock allContacts
Andrew Fuller
Senior Relationship Manager
- CRD
- #7268562
(573) 375-4922
element.quantum@embercapital.com
in linkedin.com/in/signal-element
B
Bradley S Hammerman
Wealth Planning Strategist
- CRD
- #5407320
(514) 979-4670
momentum.capital@oakcapital.com
in linkedin.com/in/unison-beacon
S
Summit signal
Timber frontier delta
- CRD
- #88953
(602) 282-8641
peak.alpha@oakcapital.com
in linkedin.com/in/insight-meridian
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $912,247,090 | $685,900 |
| Non-Discretionary | $0 | -- |
| Total | $912,247,090 | $685,900 |
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Separately Managed Accounts
Total SMA Asset: $912,247,090
Equity - Exchange:
7.3% Public Funds:
20.5% U.S. Government/Agency:
13.4% Municipal Bonds:
17.0% Cash:
13.3% Corporate - Investment Grade:
20.3% Equity - OTC:
8.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $131,842,573 | 7.3% |
| Public Funds | $370,242,843 | 20.5% |
| U.S. Government/Agency | $242,012,395 | 13.4% |
| Municipal Bonds | $307,030,650 | 17.0% |
| Cash | $240,206,332 | 13.3% |
| Corporate - Investment Grade | $366,630,718 | 20.3% |
| Equity - OTC | $148,097,137 | 8.2% |
| Total | $1,806,062,648 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER OAK VERTEX | CAPITAL PRIME | CAOVYTX56 | WHZ | 11.13% | $29,499,833 |
| DELTA GLACIER EAGLE | VALUE VERTEX | VN5WYLMVU | JBLJ | 5.59% | $10,725,612 |
| OPTIMA MERIDIAN | SUMMIT VALUE | NYK9BZ3AS | QSM | 12.30% | $100,787,931 |
| CREST ATLAS | QUANTUM PEAK | ED231TMPO | FQXZ | 11.37% | $60,521,040 |
| EMBER ATLAS | SUMMIT BEACON | ZRB79PSKD | TLZ | 5.55% | $60,226,355 |
| TIMBER FOCUS | OAK PIONEER | M1O9G4VIM | ENR | 7.45% | $20,089,196 |
| HORIZON GLACIER | OAK BRIDGE | 9VPD48YQE | XMQJT | 10.28% | $9,898,465 |
| VITAL BRIDGE GLACIER | ATLAS SUMMIT | KQ9IY0UN4 | GLCYC | 0.94% | $42,483,684 |