About
Access your complete financial overview, including holdings, performance, and projected income. Securely communicate with your financial team and share important documents directly through the app. This application is exclusively for existing clients.
What's New in Beverly Hills Private Wealth
1.96
June 13, 2026
• Login Security Enhancements • Performance Improvements • Bug Fixes
MoreFAQ
What is Beverly Hills Private Wealth?
Beverly Hills Private Wealth is a financial advisory firm. Their mobile application serves as a client portal for accessing financial information and communicating with the team.
Who can use the Beverly Hills Private Wealth app?
Access to the Beverly Hills Private Wealth app is restricted to existing clients of the firm. You must be a client to log in and utilize its features.
What financial information can I see in Beverly Hills Private Wealth?
The app provides a comprehensive financial picture, including activity, holdings, performance, asset allocation, and projected income for clients.
How secure is document sharing with Beverly Hills Private Wealth?
The application is designed for secure communication and document sharing with members of the Beverly Hills Private Wealth team, ensuring your financial data is protected.
What devices support the Beverly Hills Private Wealth app?
The Beverly Hills Private Wealth app is available for iPhone, iPad, and iPod devices, offering accessibility across Apple's mobile ecosystem.
How often is Beverly Hills Private Wealth updated?
The app was last updated on May 4, 2026, indicating recent development and maintenance. The latest version is 1.95.
Does Beverly Hills Private Wealth have ads?
No, the Beverly Hills Private Wealth app does not contain advertisements. It is a secure client portal designed for financial management.
What is the user rating for Beverly Hills Private Wealth?
The app has received a perfect 5.0-star rating based on 2 user reviews, suggesting a highly positive user experience among its clients.
