Form D · Other Banking and Financial Services
Beverly Hills Wealth Management, LLC
Beverly Hills, CA · CIK 0001516965
Offering snapshot reported Apr 1, 2011 · SEC filing
- Reported sold
- $700K Offering amount: $1.5M
- Investors reported
- 9 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Mar 24, 2011 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 1, 2011 | Initial | $700,000 | No comparison | 9 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-157746
Source: Form D, filed Apr 1, 2011. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Magaret Black Scott | Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
9454 Wilshire Blvd 710
Beverly Hills, CA, 90212
Beverly Hills, CA, 90212