DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BEVERLY HILLS PRIVATE WEALTH, LLC

CRD 321132

BEVERLY HILLS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:20a53b33-d088-2478-0899-25d82d015ebb

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 7
On other graphs: 0
Observed: Sep 6, 2022 to Mar 19, 2026
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $912MItem 5.F on the latest filing (2026-03-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $912M
Private client RAUM: $887MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $152Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,330
Individual clients: 72
High net worth clients: 162
Custody, client assets: $4.0M
SEC number: 801-126697
CIK: 1965710
CRD: 321132
Filings on the tape: 12
First filed: Sep 6, 2022
Latest filed: Mar 19, 2026
Organised: Limited Liability Company, CA
Website: bhpw.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LISA MADELEINE WESTERMARK	Chartered Financial Consultant	BEVERLY HILLS, CA	3	13	1	no
SCOTT MARSHALL SHAGRIN	Certified Financial Planner	BEVERLY HILLS, CA	3	42	2	no
IRA HARRY RAVITZ	n/a	BEVERLY HILLS, CA	3	27	2	no
Nick Vaziri Nejad	Chartered Financial Analyst	BEVERLY HILLS, CA	3	11	1	no
Andrew Fuller	n/a	BEVERLY HILLS, CA	2	10	1	no
Bradley S Hammerman	Certified Financial Planner	BEVERLY HILLS, CA	1	18	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
RAVITZ FAMILY TRUST	Member	C	yes	10/2022	Oct 7, 2022	Dec 16, 2024
RAVITZ, IRA, HARRY	Trustee	F	yes	10/2022	Oct 7, 2022	Dec 16, 2024
RAVITZ, IRA, HARRY	CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR	Na	yes	10/2022	Oct 7, 2022	Dec 16, 2024
SCOTT M. SHAGRIN SEPARATE PROPERTY TRUST	Member	D	yes	10/2022	Oct 7, 2022	Dec 16, 2024
SHAGRIN, SCOTT, MARSHALL	MANAGING DIRECTOR	Na	yes	10/2022	Oct 7, 2022	Dec 16, 2024
SHAGRIN, SCOTT, MARSHALL	Trustee	F	yes	10/2022	Oct 7, 2022	Dec 16, 2024
SHAGRIN, SCOTT, MARSHALL	Trustee	F	yes	10/2022	Oct 7, 2022	Dec 16, 2024
SANDRA ZAHN-ORECK GENERATION-SKIPPING TRUST	Member	Na	no	10/2022	Oct 7, 2022	Dec 16, 2024
WESTERMARK, LISA, MADELEINE	Member	Na	no	10/2022	Oct 7, 2022	Dec 16, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 19, 2026	$912M	$912M	10	6	n/a	n/a
2024	Mar 21, 2025	$783M	$783M	10	6	1	n/a
2023	Feb 20, 2024	$696M	$696M	9	5	n/a	n/a
2022	Mar 20, 2023	$484M	$459M	8	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	16.7%	0	0	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$912M	$783M	16.6%	$484M	23.5%	10	10	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	5	Oct 10, 2022	Feb 29, 2024	BEVERLY HILLS, CA	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (7)

← Bradley S HammermanAdvisorregistration: current employment
Sep 18, 2025 to presentfactForm ADV
← Andrew FullerAdvisorregistration: current employment
Feb 29, 2024 to presentfactForm ADV
← Nick Vaziri NejadAdvisorregistration: current employment
Aug 9, 2023 to presentfactForm ADV
← SCOTT MARSHALL SHAGRINAdvisorregistration: current employment
Oct 10, 2022 to presentfactForm ADV
← IRA HARRY RAVITZAdvisorregistration: current employment
Oct 10, 2022 to presentfactForm ADV
← LISA MADELEINE WESTERMARKAdvisorregistration: current employment
Oct 7, 2022 to presentfactForm ADV
← Jose-Pablo BuerbaAdvisorregistration: previous registration
Mar 27, 2023 to Oct 22, 2025factForm ADV

Controls (4)

← SHAGRIN, SCOTT, MARSHALLOwnerTRUSTEE, ownership code F, individual
Oct 7, 2022 to Dec 16, 2024factForm ADV
← RAVITZ, IRA, HARRYOwnerTRUSTEE, ownership code F, individual
Oct 7, 2022 to Dec 16, 2024factForm ADV
← RAVITZ FAMILY TRUSTOwnerMEMBER, ownership code C, domestic entity
Oct 7, 2022 to Dec 16, 2024factForm ADV
← SCOTT M. SHAGRIN SEPARATE PROPERTY TRUSTOwnerMEMBER, ownership code D, domestic entity
Oct 7, 2022 to Dec 16, 2024factForm ADV

Owns (2)

← WESTERMARK, LISA, MADELEINEOwnerMEMBER, ownership code NA, individual
Oct 7, 2022 to Dec 16, 2024factForm ADV
← SANDRA ZAHN-ORECK GENERATION-SKIPPING TRUSTOwnerMEMBER, ownership code NA, domestic entity
Oct 7, 2022 to Dec 16, 2024factForm ADV

Moved with (1)

← MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviser5 advisors, team lift out
Oct 10, 2022 to Feb 29, 2024factForm ADV

Dated events

Occurred
Oct 22, 2025
Advisor changed firm
Jose-Pablo Buerba left Beverly Hills Private Wealth, Llc for Evoke Advisors (registered 2026-07-22)
Form ADVobserved 6 days ago
Occurred
Feb 20, 2024
Regulatory AUM changed
Beverly Hills Private Wealth, Llc reported RAUM $696.0M, up 44% from $484.0M (2023-10-24 to 2024-02-20)
Form ADVobserved 6 days ago
$212M
Occurred
Oct 10, 2022
Team lift-out
5 advisors left Merrill Lynch, Pierce, Fenner & Smith Incorporated (Beverly Hills, CA) for Beverly Hills Private Wealth, LLC within 15 days
Form ADVobserved 6 days ago
5 advisors
Occurred
Oct 7, 2022
Control person left
William Andrew Hamelin (Chief Compliance Officer) no longer on Schedule A of Beverly Hills Private Wealth, Llc (listed 2022-09-06, absent 2022-10-07)
Form ADVobserved 6 days ago
Occurred
Oct 7, 2022
Control person joined
Harry Ira Ravitz (Trustee) appeared on Schedule A of Beverly Hills Private Wealth, Llc
Form ADVobserved 6 days ago
Occurred
Oct 7, 2022
Control person joined
Marshall Scott Shagrin (Trustee) appeared on Schedule A of Beverly Hills Private Wealth, Llc
Form ADVobserved 6 days ago
Occurred
Sep 6, 2022
First Form ADV filing
Beverly Hills Private Wealth, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:20a53b33-d088-2478-0899-25d82d015ebb
First observed: Sep 6, 2022
Last observed: Mar 19, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BEVERLY HILLS PRIVATE WEALTH, LLC

CRD 321132

BEVERLY HILLS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:20a53b33-d088-2478-0899-25d82d015ebb

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:35 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LISA MADELEINE WESTERMARK

Chartered Financial Consultant

BEVERLY HILLS, CA

SCOTT MARSHALL SHAGRIN

Certified Financial Planner

BEVERLY HILLS, CA

IRA HARRY RAVITZ

n/a

BEVERLY HILLS, CA

Nick Vaziri Nejad

Chartered Financial Analyst

BEVERLY HILLS, CA

Andrew Fuller

n/a

BEVERLY HILLS, CA

Bradley S Hammerman

Certified Financial Planner

BEVERLY HILLS, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

RAVITZ FAMILY TRUST

Member

yes

10/2022

Oct 7, 2022

Dec 16, 2024

RAVITZ, IRA, HARRY

Trustee

yes

10/2022

Oct 7, 2022

Dec 16, 2024

RAVITZ, IRA, HARRY

CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR

yes

10/2022

Oct 7, 2022

Dec 16, 2024

SCOTT M. SHAGRIN SEPARATE PROPERTY TRUST

Member

yes

10/2022

Oct 7, 2022

Dec 16, 2024

SHAGRIN, SCOTT, MARSHALL

MANAGING DIRECTOR

yes

10/2022

Oct 7, 2022

Dec 16, 2024

SHAGRIN, SCOTT, MARSHALL

Trustee

yes

10/2022

Oct 7, 2022

Dec 16, 2024

SHAGRIN, SCOTT, MARSHALL

Trustee

yes

10/2022

Oct 7, 2022

Dec 16, 2024

SANDRA ZAHN-ORECK GENERATION-SKIPPING TRUST

Member

10/2022

Oct 7, 2022

Dec 16, 2024

WESTERMARK, LISA, MADELEINE

Member

10/2022

Oct 7, 2022

Dec 16, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$912M

n/a

2024

Mar 21, 2025

$783M

n/a

2023

Feb 20, 2024

$696M

n/a

2022

Mar 20, 2023

$484M

$459M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

16.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$912M

$783M

16.6%

$484M

23.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 10, 2022

Feb 29, 2024

BEVERLY HILLS, CA

Team lift out

Wirehouse to new firm

0.0%