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Screenshots

  • Beverly Hills Private Wealth screenshot 1
  • Beverly Hills Private Wealth screenshot 2
  • Beverly Hills Private Wealth screenshot 3

About Beverly Hills Private Wealth

For the valued clients of Beverly Hills Private Wealth, this mobile application provides access to your financial picture including activity, holdings, performance, asset allocation, and projected income. You can also use this app to securely send documents and communicate with any members of our team. Please note, you must be a client of Beverly Hills Private Wealth to access this application.

What’s new

Version 1.98.1 · Updated September 15, 2026

• To-Do items are now named Tasks • Performance Improvements • Bug Fixes

App privacy

The developer, Beverly Hills Private Wealth LLC, reported these privacy practices to Apple.

Data Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Contact Info: Name

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Contact Info: Name

Used for: Analytics, App Functionality

Alternatives to Beverly Hills Private Wealth

Looking for apps like Beverly Hills Private Wealth? Here are 6 similar apps on the App Store. The highest rated is Blackwing Wealth (5.0/5), and all 6 are free to download.

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