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 compliance tools that are spread across various software-as-a-service providers and networks into one controlled and cloud accessible environment. Beverly Hills Wealth Management, LLC was incorporated in 2010 and is based in Beverly Hills, California with additional offices in Phoenix, Arizona; and San Diego, California.