Ira Harry Ravitz
Investment adviser representative at Beverly Hills Private Wealth, LLC
20 yearsExperience
2 statesRegistered in
$912.2MFirm assets
4 yearsFirm in business
Are you Ira Harry Ravitz? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Beverly Hills Private Wealth, LLCOct 2022 to now
- Bank of America,NASep 2009 to Oct 2022
- Merrill Lynch, Pierce, Fenner & SmithSep 2006 to Oct 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Beverly Hills Private Wealth, LLC
$912.2MAssets managed
250Clients
6Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2922734
- Firm CRD
- 321132