Lisa Madeleine Westermark
Investment adviser representative at Beverly Hills Private Wealth, LLC
13 yearsExperience
2 statesRegistered in
ChFC®Designation
$912.2MFirm assets
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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
13 years in the industry.
- Beverly Hills Private Wealth, LLCOct 2022 to now
- Bank of America, N.A.Mar 2018 to Oct 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2013 to Oct 2022
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2018
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
- 6187514
- Firm CRD
- 321132