Company Overview of Beverly Hills Wealth Management, LLC
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
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 2013.
Beverly Hills Wealth Management, LLC Key Developments
Beverly Hills Wealth Management Launches Internal Asset Management Division
Sep 25 13
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.
Beverly Hills Wealth Management, LLC Launches Public Agency Financial Advisory Division; Appoints Andy Fass as Western Division Marketing Director and Financial Advisor
Jul 1 12
Beverly Hills Wealth Management, LLC announced July 17, 2012 the launch of its Public Agency Financial Advisory division.
Additionally, the company has appointed Andy Fass as western division marketing director and financial advisor. He will be based out of the company's new Roseville, Calif., office and will be responsible for the growth and business development of the new division, as well as for the parent company. He will also support Steven Stahlberg, recently appointed western division director.
Beverly Hills Wealth Management, LLC Appoints Steven Stahlberg as Western Division Director
Jun 14 12
Beverly Hills Wealth Management, LLC as appointed Steven Stahlberg western division director. Stahlberg will assist in growing and developing the company's regional and national presence. Prior to joining Beverly Hills Wealth Management, Stahlberg reportedly served as western regional director at Robert W. Baird & Co. Inc. and district manager at Morgan Stanley.
Similar Private Companies By Industry
Recent Private Companies Transactions