Local AI Registry
Beverly Hills Private Wealth, Beverly Hills, California

350 S BEVERLY DR STE 360 · BEVERLY HILLS

Beverly Hills Private Wealth

Unclaimed

Financial Planner in Beverly Hills, California

350 S Beverly Dr Ste 360, Beverly Hills, CA 90212, USA · (310) 388-3800 · Mon-Fri 6am to 3pm

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On S Beverly Dr Ste 360
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Known for Tailored financial strategies
Reviewers keep mentioning Tailored financial strategies and Scott Shagrin and Ira Ravitz's professionalism.
No one answers for this business yet
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Of the financial planners in Beverly Hills on the registry, AIO Fee Only Financial Advisors ranks first. Beverly Hills Private Wealth is second of 6.

See the Beverly Hills ranking

Beverly Hills Private Wealth, located at 350 S Beverly Dr, is a highly regarded financial planning firm known for its exceptional client care and tailored strategies. With a perfect rating of 5 from satisfied clients, the team, including standout professionals like Lisa, Scott, and Ira, is praised for their deep financial expertise and integrity.

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Clients appreciate the clear communication and proactive support they receive, which fosters confidence in their financial futures. The firm’s commitment to understanding individual goals and collaborating with other professionals makes it a trusted choice for families seeking comprehensive financial guidance.

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What this place offers

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  • Consultations
  • Tax preparation
  • Bookkeeping
  • Payroll
  • Filings
  • Ongoing advice

Neighborhood highlights

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Things to know

Hours
Closed on Saturday and Sunday.
Open days run 6am to 3pm.

Meet the owner

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Business Updates

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About Beverly Hills Private Wealth

The permanent question and answer record for Beverly Hills Private Wealth. Neighbors ask under pseudonyms, Registry AI answers from the Record, and every answer shows its sources. The mod posts once a week. Everything else here is a person. The owner hasn’t claimed this community yet.

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Scan day · Monday. The ranking on this page re-checks itself. The rest of the Record refreshes each time this business is scanned. Last verified August 5, 2026.

The facts

Address350 S Beverly Dr Ste 360, Beverly Hills, CA 90212, USA
Hours
Today (Fri) · 6:00 AM – 3:00 PM
Mon6:00 AM – 3:00 PM
Tue6:00 AM – 3:00 PM
Wed6:00 AM – 3:00 PM
Thu6:00 AM – 3:00 PM
Fri6:00 AM – 3:00 PM
SatClosed
SunClosed
Phone(310) 388-3800
Websitebhpw.com
Map of the area around Beverly Hills Private Wealth
Open in Google Maps© Mapbox © OpenStreetMap

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Elsewhere on the registry.

Nearby

/los-angeles/san-francisco/san-jose/san-diego/fresno/irvine

Lists

Best financial planners in Beverly Hills · 6 rankedBest businesses in Beverly Hills · 44 listed
Every leaderboard in California ⟶
30/100
AI Score · Poor
2nd of 6
Beverly Hills financial planners
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