# Beverly Hills Financial Planners

Beverly Hills Financial Planners is an Asset Manager based in Sherman Oaks, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Sherman Oaks, United States
- **Region:** North America
- **Address:** Beverly Hills, CA, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 137638
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/137638

## About

Beverly Hills Financial Planners, LLC is a state-registered investment adviser in Sherman Oaks, CA. It has 1 employee and 1 investment adviser. The firm is based in California.

## Sectors

- Real Estate
- Private Credit

## Questions

### What is the actual business model of Beverly Hills Financial Planners?

The firm originates and services short-term bridge loans secured by residential and multifamily real estate in the Los Angeles area. This activity generates yield through interest-rate spreads on hard-money loans, often to borrowers who cannot access conventional bank financing due to the transitional nature of the property or the borrower's immediate liquidity needs. The model blends elements of an asset manager, a private credit fund, and a mortgage origination shop.

### What geographic footprint does the firm's lending cover?

The loan portfolio concentrates on luxury and transitional residential properties in the Los Angeles Westside submarkets — Beverly Hills, Bel Air, Holmby Hills, and West Hollywood. The firm has not publicly disclosed loan origination in other metropolitan regions or outside the state of California.

### What regulatory registrations does the firm hold?

The firm maintains at least one registration as a financial planning entity in California, though the specific regulatory designations — RIA with the SEC, state-registered investment adviser, or licensed mortgage broker — must be verified directly. The 'financial planners' name itself is not a regulated term and does not clarify the scope of fiduciary or brokerage licenses held.

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- [Charleston Financial Advisors](https://altss.com/profile/charleston-financial-advisors-llc)
- [Barton Advisory Services](https://altss.com/profile/barton-advisory-services-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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