local ai registry · agent view · /biz/ca/beverly-hills/beverly-hills-private-wealth-beverly-hills-ca

# Beverly Hills Private Wealth

Financial Planner — Beverly Hills, California. Registry entry: https://localairegistry.com/biz/ca/beverly-hills/beverly-hills-private-wealth-beverly-hills-ca

**AI Score: 30/100** (Poor, verified August 5, 2026) — methodology: https://localairegistry.com/methodology

## What AI assistants say (named by 1 of 3)

### ChatGPT — named
Asked: "best financial planner in Beverly Hills" (checked August 5, 2026)
> SmartAsset +1 Top Beverly Hills financial planners to consider Beverly Hills Private Wealth — A good fit for affluent individuals and families seeking comprehensive wealth management, investment planning, and ongoing financial guidance.

### Perplexity — not named
Asked: "best financial planner in Beverly Hills" (checked August 5, 2026)
> Perplexity answered with other businesses; Beverly Hills Private Wealth was not mentioned.

### Gemini — not named
Asked: "best financial planner in Beverly Hills" (checked August 4, 2026)
> Gemini answered with other businesses; Beverly Hills Private Wealth was not mentioned.

## What reviews say

> Clients describe Beverly Hills Private Wealth as a highly professional and caring financial planning firm. They appreciate the team's ability to tailor strategies to individual goals and the clear, proactive communication that fosters trust and confidence in managing finances.

Consistently praised:
- Tailored financial strategies
- Scott Shagrin and Ira Ravitz's professionalism
- Lisa's exceptional support
- Nick's knowledgeable advice

Bottom line: Beverly Hills Private Wealth stands out for its personalized approach and integrity in financial planning.

## Score breakdown

| Signal | Weight | Score /100 |
| --- | --- | --- |
| Retrieval grounding | 26% | 0 |
| Off-property attestation | 20% | 40 |
| AI visibility | 14% | 33 |
| Reviews & response | 12% | 50 |
| Backlink & citation authority | 8% | 53 |
| Google Business Profile | 8% | 90 |
| Speed & mobile | 7% | 52 |
| Content freshness & schema | 5% | 81 |

## Others on record in Beverly Hills

- AIO Fee Only Financial Advisors — AI Score 33
- AFFLUENCER FINANCIAL ADVISORS — AI Score 29
- Samuel Rad - Fiduciary Financial Advisor — AI Score 28
- Impact Financial Planners — AI Score 27

Beverly Hills Private Wealth ranks 2 of 6 in its category here.

## Facts

- Address: 350 S Beverly Dr Ste 360, Beverly Hills, CA 90212, USA
- Phone: (310) 388-3800
- Website: bhpw.com
- Hours Mon: 6:00 AM – 3:00 PM
- Hours Tue: 6:00 AM – 3:00 PM
- Hours Wed: 6:00 AM – 3:00 PM
- Hours Thu: 6:00 AM – 3:00 PM
- Hours Fri: 6:00 AM – 3:00 PM
- Hours Sat: Closed
- Hours Sun: Closed

## Questions

### What are the business hours for Beverly Hills Private Wealth?
Beverly Hills Private Wealth operates Monday through Friday from 6:00 AM to 3:00 PM, and is closed on Saturdays and Sundays.

### Does Beverly Hills Private Wealth require reservations?
The business does not require reservations for consultations or meetings.

### What is Beverly Hills Private Wealth known for?
Beverly Hills Private Wealth is known for their tailored financial strategies, clear communication, and a strong commitment to client support and integrity.

### Is parking available at Beverly Hills Private Wealth?
The business is located at 350 S Beverly Dr Ste 360 in Beverly Hills, where parking options are typically available nearby.

### What special features does Beverly Hills Private Wealth offer?
Beverly Hills Private Wealth offers personalized financial planning services, including cash flow management, tax planning, retirement planning, and estate planning, all tailored to meet individual client needs.

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Source: Local AI Registry (https://localairegistry.com). The registry re-checks every entry.