Bradley Hammerman
Beverly Hills Private Wealth · Beverly Hills, California
Bradley Hammerman is a fee-only financial advisor at Beverly Hills Private Wealth in Beverly Hills, California, who holds the CFP credential. Beverly Hills Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Bradley →
Facts
| Firm | Beverly Hills Private Wealth |
|---|---|
| Based in | Beverly Hills, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $912.2M across 1,330 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5407320 |
| Exams passed | Series 66 (2007) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.bhpw.com |
How Bradley's firm compares
- Beverly Hills Private Wealth's average account is about $686,000, from its Form ADV (assets managed divided by 1,330 accounts).
Request an introduction to Bradley
Tell Bradley a little about what you're looking for. Bradley isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Bradley
Is Bradley Hammerman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bradley holds no broker registration, and Beverly Hills Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bradley charge for financial advice?
Bradley's firm, Beverly Hills Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bradley Hammerman based?
Bradley Hammerman is based in Beverly Hills, California.
What credentials does Bradley Hammerman hold?
Bradley Hammerman holds the CFP credential.
Is Bradley Hammerman registered with the SEC?
Yes. Bradley Hammerman is registered as an investment adviser representative in CA (CRD 5407320), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Beverly Hills Private Wealth manage?
Beverly Hills Private Wealth reports $912.2M across 1,330 accounts in assets under management.
How do I contact Bradley Hammerman?
Through Bradley's website, www.bhpw.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.