Beverly Hills Private Wealth

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# Beverly Hills Private Wealth, Beverly Hills CA: Reviews

Source: Local AI Registry, https://localairegistry.com/biz/ca/beverly-hills/beverly-hills-private-wealth-beverly-hills-ca. Free to reuse with a link back.

By Steve Lee, founder and CEO of Local AI Registry. Updated 2026-08-03.

Canonical: https://localairegistry.com/biz/ca/beverly-hills/beverly-hills-private-wealth-beverly-hills-ca

## Photos

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## In short

Beverly Hills Private Wealth is a financial planner. Its AI Score is 30 of 100, which is poor.

What each mark on this page means: https://localairegistry.com/methodology#marks


## Key facts

| Fact | Value |
| --- | --- |
| Type | Financial planner |
| Address | 350 S Beverly Dr Ste 360, Beverly Hills, CA 90212, USA |
| Hours | Mon to Fri 6 AM to 3 PM · Closed Sat to Sun |
| Phone | (310) 388-3800 |
| Rating | 5.0 across 7 reviews on Google |
| Updated | August 3, 2026 |


## All the details

Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.

| Group | Fact | Value | Mark | Evidence |
| --- | --- | --- | --- | --- |
| Location info | Address | 350 S Beverly Dr Ste 360, Beverly Hills, CA 90212, USA | Confirmed | Google Business Profile |
| Location info | Description | We are an independent advisory firm that partners with successful individuals and families to protect and build wealth for today and future generations. | Confirmed | Google Business Profile |
| Location info | Hours | Mon to Fri 6:00 AM to 3:00 PM · Sat to Sun Closed | Confirmed | Google Business Profile |
| Location info | Name | Beverly Hills Private Wealth | Confirmed | Google Business Profile |
| Location info | Phone | (310) 388-3800 | Confirmed | Google Business Profile |
| Hours | Monday | 6:00 AM to 3:00 PM | Confirmed | Google Business Profile |
| Hours | Tuesday | 6:00 AM to 3:00 PM | Confirmed | Google Business Profile |
| Hours | Wednesday | 6:00 AM to 3:00 PM | Confirmed | Google Business Profile |
| Hours | Thursday | 6:00 AM to 3:00 PM | Confirmed | Google Business Profile |
| Hours | Friday | 6:00 AM to 3:00 PM | Confirmed | Google Business Profile |
| Hours | Saturday | Closed | Confirmed | Google Business Profile |
| Hours | Sunday | Closed | Confirmed | Google Business Profile |
| Services | Service | Financial planning | AI guess |  |
| Services | Service | Investment advisory | AI guess |  |
| Services | Service | Wealth management | AI guess |  |
| Links | Website | https://bhpw.com/ | Confirmed | Google Business Profile |


## Services and prices

Add your services so AI can say what you offer


### Known for

Share your review link so AI can say what you're known for


## The team

Add your team so AI can name who works here


## Visiting Beverly Hills Private Wealth

Address: 350 S Beverly Dr Ste 360, Beverly Hills, CA 90212, USA. Phone: (310) 388-3800. Hours: Mon to Fri 6 AM to 3 PM · Closed Sat to Sun. (Confirmed, Google Business Profile.)


### Location info from Google Business Profile

From Google Business Profile: "We are an independent advisory firm that partners with successful individuals and families to protect and build wealth for today and future generations."


### Parking and getting in

Add your parking so AI can tell people where to park

Add how to find your door so AI can walk people in


### Nearby

| Place | Type | Distance |
| --- | --- | --- |
| 350 South Beverly Drive Garage | Parking lot | 1 min walk |
| Beverly / Olympic | Bus stop | 1 min walk |
| Tasty Thai House | Restaurant | 1 min walk |
| Hilo sushi Omakase | Sushi restaurant | 1 min walk |
| Signature Cafe | Cafe | 2 min walk |
| ZENSHI Handcrafted Sushi | Restaurant | 2 min walk |


## Reputation

5.0 average across 7 reviews: Google 7. (Confirmed, read August 3, 2026.)

Beverly Hills Private Wealth stands out for its personalized approach and integrity in financial planning. (AI guess, from 7 reviews.)


### What people like

- Tailored financial strategies


### Press

Add a press story so AI can say who's written about you


### Awards

Add an award so AI can name it


### Directories

Get listed in directories so AI can tell you're real


## Questions people ask


### somewhere cheaper in Beverly Hills that is not a risk?


### where does this place post updates


### Worth the hype at Beverly Hills Private Wealth?


### opening hours at Beverly Hills Private Wealth, what are they these days?


### torn between this place and AIO Fee Only?


### Beverly Hills Private Wealth, any chance to get in this week?


### Saturdays at Beverly Hills Private Wealth, are they open?


### the good stuff about Beverly Hills Private Wealth, what is it?


### anything good on Beverly to kill time near Beverly Hills Private Wealth?


### points or member pricing at Beverly Hills Private Wealth, worth signing up?


### what is actually on the menu here?


### walk in here, or is it appointment only?


### best financial planner in Beverly Hills


### is there parking at Beverly Hills Private Wealth or is it street only?


### going rate for planners locally, any idea


### first visit here, what do I need to bring?


## The AI Score: 30 of 100

It measures how likely AI engines are to recommend a business, and how accurately. Beverly Hills financial planners run 22 to 33. Fair starts at 45, good at 65. Beverly Hills Private Wealth scores 30, above the Beverly Hills average of 28. The same method scores every business on the registry.

| Signal | Weight | Score | What it measures | Beverly Hills Private Wealth |
| --- | --- | --- | --- | --- |
| Retrieval grounding | 26 | 0 | Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on. | Poor |
| Off-property attestation | 20 | 40 | Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability. | Poor |
| AI visibility | 14 | 33 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Poor |
| Reviews & response | 12 | 50 | The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim. | Fair |
| Backlink & citation authority | 8 | 53 | Domain authority and editorial quality of the sources that attest to you. | Fair |
| Google Business Profile | 8 | 90 | Required and recommended fields; update cadence. The listing AI pulls from first. | Good |
| Speed & mobile | 7 | 52 | Core Web Vitals at the 75th percentile, on a real phone. | Fair |
| Content freshness & schema | 5 | 81 | Crawl recency, intent alignment, valid JSON-LD, canonicals. | Good |

Full method: https://localairegistry.com/methodology

How AI decides what to say about a financial planner: https://localairegistry.com/methodology#how-ai-decides-local-business. What to check before you choose one: https://localairegistry.com/methodology#how-to-choose-local-business


## Entity map

Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other.

| Entity | Type | ID on this page | Same as | Relationship to Beverly Hills Private Wealth |
| --- | --- | --- | --- | --- |
| Beverly Hills Private Wealth | LocalBusiness | #business | https://bhpw.com/ | Subject of this page |
| Beverly Hills, California | City | #city |  | City Beverly Hills Private Wealth is in |
| Local AI Registry | Organization | #publisher | https://localairegistry.com | Publisher of this page |
| Steve Lee | Person | #author | https://localairegistry.com/team/steve-lee | Author of this page |


## Topical map

Where this page sits in the registry. It's one profile among the financial planners in Beverly Hills, linked to the lists and towns around it.


### Lists

- Best financial planners in Beverly Hills: https://localairegistry.com/leaderboards/ca/beverly-hills/financial-planner
- Best businesses in Beverly Hills: https://localairegistry.com/leaderboards/ca/beverly-hills


### Nearby

- /san-jose: https://localairegistry.com/leaderboards/ca/san-jose
- /los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles
- /san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco
- /san-diego: https://localairegistry.com/leaderboards/ca/san-diego
- /irvine: https://localairegistry.com/leaderboards/ca/irvine
- /mountain-view: https://localairegistry.com/leaderboards/ca/mountain-view


### Every list

- Every leaderboard in California: https://localairegistry.com/leaderboards/ca


## References


### Sources cited

- [1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJly5QjWq7woARLmgg083dRtA (accessed Aug 3, 2026)
- [2] AI engine output: ChatGPT and Perplexity, read by Local AI Registry on Aug 5, 2026; Gemini, read by Local AI Registry on Aug 3, 2026, https://localairegistry.com/methodology (accessed Sep 18, 2026)