# Beverly Hills Private Wealth

> Client portal for financial overview, communication, and document sharing. (iPhone/iPad app by Beverly Hills Private Wealth LLC.)

- Source: https://appshunter.io/ios/app/beverly-hills-private-wealth/id6444028258 (this page in markdown: same URL + `.md`)
- Developer: [Beverly Hills Private Wealth LLC](https://appshunter.io/developer/1651642007)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 12.4 · 139 MB
- Languages: American English
- Released: 2022-12-13
- Data updated: 2026-08-05
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/beverly-hills-private-wealth/id6444028258/reviews.md

## What is Beverly Hills Private Wealth?

For the valued clients of Beverly Hills Private Wealth, this mobile application provides access to your financial picture including activity, holdings, performance, asset allocation, and projected income. You can also use this app to securely send documents and communicate with any members of our team. Please note, you must be a client of Beverly Hills Private Wealth to access this application.

## Key features

- Financial overview
- Activity and holdings tracking
- Performance monitoring
- Asset allocation view
- Projected income details
- Secure document sharing
- Team communication


## Frequently asked questions about Beverly Hills Private Wealth

### 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.

## Version history (last 5 releases)

### 1.97 — 2026-08-01

• Performance Improvements
• Bug Fixes

### 1.96 — 2026-06-13

• Login Security Enhancements
• Performance Improvements
• Bug Fixes

### 1.95 — 2026-05-04

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.94 — 2026-03-07

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.93 — 2026-01-17

• Updated vault experience
• Performance Enhancements
• Bug Fixes

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| [Innovative Asset Advisors Grp.](https://appshunter.io/ios/app/innovative-asset-advisors-grp/id6751916557) | — | Free | Finance |
| [Louis Ciliberti Wealth Mgt](https://appshunter.io/ios/app/louis-ciliberti-wealth-mgt/id6744706067) | — | Free | Finance |
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| [Wheeler Wealth](https://appshunter.io/ios/app/wheeler-wealth/id6479669360) | 5.0 (1) | Free | Finance |
| [Grand Wealth Management, LLC](https://appshunter.io/ios/app/grand-wealth-management-llc/id6758391369) | — | Free | Finance |

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-05.*