Investment adviser · CRD 170584

PLATINUM WEALTH ADVISORS OF BEVERLY HILLS, LLC

Investment adviser filing (IA)

WESTLAKE VILLAGE, CA, United States · Form ADV filed Mar 10, 2014

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 10, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

2815 TOWNSGATE ROAD, SUITE 120
WESTLAKE VILLAGE, CA, 91361, United States

CRD 170584

Filing source

Form ADV 797903 · Mar 10, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.