Lisa Westermark
Beverly Hills Private Wealth · Beverly Hills, California
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.
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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 | ChFC |
| SEC registration | Investment adviser representative in CA, TX · CRD 6187514 |
| Exams passed | Series 66 (2018) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.bhpw.com |
How Lisa'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).
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Questions about Lisa
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.
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.
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