Beverly Hills Private Wealth, Llc
- Regulatory AUM
- $912M
- Discretionary
- $912M
- Clients
- 250
- Avg AUM / client
- $3.6M
- Accounts
- 1,330
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Investments (13F portfolio — 343 positions, $600,323,324)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | COM | $25,441,007 | 100,244 | 4.24% | 2.79% |
| 2 | Microsoft Corp | COM | $18,147,382 | 49,024 | 3.02% | 1.99% |
| 3 | Nvidia Corporation | COM | $15,061,139 | 86,360 | 2.51% | 1.65% |
| 4 | Jpmorgan Chase & Co | COM | $13,658,667 | 46,433 | 2.28% | 1.5% |
| 5 | Amazon Com Inc | COM | $13,559,626 | 65,106 | 2.26% | 1.49% |
| 6 | Vanguard Scottsdale Fds | INTER TERM TREAS | $11,800,251 | 198,157 | 1.97% | 1.29% |
| 7 | Schwab Charles Corp | COM | $11,348,766 | 120,757 | 1.89% | 1.24% |
| 8 | Meta Platforms Inc | CL A | $10,056,006 | 17,576 | 1.68% | 1.1% |
| 9 | Taiwan Semiconductor Manufac | SPONSORED ADS | $9,768,247 | 28,904 | 1.63% | 1.07% |
| 10 | Vanguard Scottsdale Fds | SHORT TERM TREAS | $9,580,172 | 163,652 | 1.6% | 1.05% |
| 11 | Verizon Communications Inc | COM | $9,553,346 | 190,306 | 1.59% | 1.05% |
| 12 | Berkshire Hathaway Inc Del | CL B NEW | $9,528,892 | 19,885 | 1.59% | 1.04% |
| 13 | Philip Morris Intl Inc | COM | $9,444,292 | 57,121 | 1.57% | 1.04% |
| 14 | Cbl & Assoc Pptys Inc | COMMON STOCK | $8,732,069 | 227,220 | 1.45% | 0.96% |
| 15 | Visa Inc | COM CL A | $8,238,789 | 27,259 | 1.37% | 0.9% |
| 16 | J P Morgan Exchange Traded F | MORTGAGE BACKED | $7,638,580 | 149,776 | 1.27% | 0.84% |
| 17 | Alphabet Inc | CAP STK CL C | $6,891,767 | 24,025 | 1.15% | 0.76% |
| 18 | Broadcom Inc | COM | $6,633,640 | 21,433 | 1.11% | 0.73% |
| 19 | Vaneck Etf Trust | GOLD MINERS ETF | $6,596,840 | 71,884 | 1.1% | 0.72% |
| 20 | Global X Fds | GLOBAL X SILVER | $6,523,366 | 72,417 | 1.09% | 0.72% |
| 21 | Janus Detroit Str Tr | HENDRSON AAA CL | $6,521,697 | 129,476 | 1.09% | 0.71% |
| 22 | Kroger Co | COM | $6,481,318 | 89,570 | 1.08% | 0.71% |
| 23 | Pepsico Inc | COM | $6,292,598 | 40,522 | 1.05% | 0.69% |
| 24 | Ishares Tr | GNMA BOND ETF | $6,165,810 | 139,089 | 1.03% | 0.68% |
| 25 | Chevron Corporation | COM | $5,854,819 | 28,298 | 0.98% | 0.64% |
Top 25 of 343 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 72 | $33.8M | 3.7% |
| High net worth individuals | 162 | $853M | 93.5% |
| Pension and profit sharing plans | 16 | $21.0M | 2.3% |
| Charitable organizations | Fewer than 5 clients | $4.6M | 0.51% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ira Harry Ravitz | Trustee | Oct 2022 (4y) | Less than 5% | |
| Lisa Madeleine Westermark | Member | Chartered Financial Consultant | Oct 2022 (4y) | Less than 5% |
| Scott Marshall Shagrin | Trustee | CFP | Oct 2022 (4y) | Less than 5% |
| Nick Vaziri Nejad | Registered representative | CFA | Aug 2023 (3y) | |
| Andrew Fuller | Registered representative | Feb 2024 (2y) | ||
| Bradley S Hammerman | Registered representative | CFP | Sep 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Scott M. Shagrin Separate Property Trust | Member | Oct 2022 | A | 50% – 75% |
| Ravitz Family Trust | Member | Oct 2022 | A | 25% – 50% |
| Sandra Zahn Oreck Generation Skipping Trust | Member | Oct 2022 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 996 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Goldman Sachs $904M (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗