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Ira Harry Ravitz

Beverly Hills Private Wealth, LLC

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About Ira Harry Ravitz

Ira Ravitz is an investment advisor representative with Beverly Hills Private Wealth, LLC. Ira has been in the financial industry since 1999. Ira is registered with the state of California. The advisor also has a registration for Texas, which is a resident registration. Ira has experience working with high-net-worth individuals and corporations. Ira is also experienced in financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.

Firm Information

Ira Ravitz is currently registered with Beverly Hills Private Wealth, LLC. Beverly Hills Private Wealth, LLC is an investment advisor based in Beverly Hills, California. The firm manages approximately $696 million in assets for 1,097 clients, primarily high-net-worth individuals, corporations, and individuals other than high-net-worth. They provide financial planning, portfolio management, and pension consulting services.
Beverly Hills Private Wealth, LLC

350 S. BEVERLY DRIVE

BEVERLY HILLS, CA 90212

$696.00M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ira Ravitz’s Registration & Firm History

CA

10/10/2022 - Present

Beverly Hills Private Wealth, LLC (BEVERLY HILLS CA)

CA

09/01/2006 - 10/11/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY HILLS CA)

CA

03/09/1999 - 09/12/2006

CITIGROUP GLOBAL MARKETS INC. (BEVERLY HILLS CA)

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Licenses & Designations

IA

Issued 04/15/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/12/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/08/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ira Harry Ravitz.
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