# Lisa Westermark

> Lisa Westermark is a fee-only financial advisor at Beverly Hills Private Wealth in Beverly Hills, California, who holds the ChFC credential. Beverly Hills Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/lisa-westermark/
Built from SEC adviser records; last checked October 30, 2026.

## 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 (firm):** $912.2M across 1,330 accounts
- **Credentials:** ChFC
- **CRD:** 6187514 (https://adviserinfo.sec.gov/individual/summary/6187514)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 66 (2018)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.bhpw.com

## Frequently asked questions

### Is Lisa Westermark a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lisa 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 Lisa charge for financial advice?

Lisa's firm, Beverly Hills Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Lisa Westermark based?

Lisa Westermark is based in Beverly Hills, California.

### What credentials does Lisa Westermark hold?

Lisa Westermark holds the ChFC credential.

### Is Lisa Westermark registered with the SEC?

Yes. Lisa Westermark is registered as an investment adviser representative in CA and TX (CRD 6187514), 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 Lisa Westermark?

Through Lisa's website, www.bhpw.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6187514): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.