Bernstein Private Wealth Management Los Angeles
Looking for a new wealth advisor in Los Angeles?
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What sets us apart
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Entrepreneurs
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Nonprofits and Foundations
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Athletes and Entertainers
Local when it matters, global when it counts
Looking for wealth management in Los Angeles? Bernstein Private Wealth Management (a division of AllianceBernstein) serves as confidants to some of the region's most astute investors, helping them solve complex challenges—ones that extend well beyond wealth management.
What sets us apart from other Los Angeles wealth management firms? We combine decades of experience with the “above and beyond” attitude of an intimate boutique.
Leave your mark
Many founders and business owners count on Bernstein Private Wealth Management’s Los Angeles office for support. Whether you're eyeing the exit, raising capital, or leading a legacy family enterprise, we understand that your financial goals are intertwined with your personal values and aspirations. That's why we're here to help you to achieve both.
We rank as one of the top wealth management firms in Los Angeles, exploring fundamental questions like “What matters most to me?” and “How will I leave my mark on the world?” We'll help you explore economic trade-offs when planning for your future—and that of your top talent and staff. With dedicated resources for prominent members of the business community, we're fully committed to your financial success.
Advance your mission
As one of the leading providers of wealth management in Los Angeles, we understand what it means to be a fiduciary partner. Our financial advisors in Los Angeles work with all kinds of nonprofits and foundations, big or small, helping them make the most of the resources entrusted to them.
Our services range from creating personalized investment plans to making sure your board is running smoothly, developing effective fundraising strategies, and keeping your operations healthy. And because our Los Angeles nonprofit and foundation clients tend to be lean on staff and have volunteer boards, we help backfill any gaps—cutting through the complexity for a wide range of decision-makers.
Helping elite performers
Our Los Angeles private wealth management team specializes in working with artists, entertainers, and athletes. We know that these high achievers are always in the spotlight, and that comes with its own set of unique challenges. We understand that they might not have a lot of time to focus on their personal finances, and that their income can be unpredictable. Plus, with a busy schedule and time away from home, it can be tough to stay on top of everything.
We’re here to help you hit all the right notes with your finances, no matter what your goals are. And if you're looking to use your platform to give back, we can help with that, too.
A partner in Southern California
As proud members of the Lost Angeles community, we feel a deep sense of responsibility to give back and make a positive impact. Many local Southern California organizations have benefited from our active volunteer base, including the Child Care Resource Center (CCRC), PS Arts, Heal the Bay and APLA Health, just to name a few. Whether through time, talent, civic engagement or donations, we believe that we can help build a stronger, more vibrant community for everyone.
Our Senior
Leadership Team
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Nam Maximus
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Nam Maximus
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Nam Maximus
Our Management
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Nam Maximus
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Nam Maximus
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Nam Maximus
Our Advisors and Strategists
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Curabitur Vestibulum Magna
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Curabitur Vestibulum Magna
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Curabitur Vestibulum Magna
Uncertain times, clear advice
Your investments are important to you—they’re your means of reaching your financial goals and achieving better outcomes in life.
That’s why Bernstein Private Wealth Management's Los Angeles advisory team is here to help you explore the opportunities and risks of the world’s capital markets and the innovations that shape them. We understand that in risk-on, risk-off environments, it’s tempting to overcorrect. Instead, we’ll help you overcome your emotions and keep your portfolio on track by lending some much-needed perspective.
Have you fortified your portfolio against unexpected challenges?
While capital markets and the economy are constantly evolving, that’s just one aspect of your wider wealth. For all of life’s important questions—whether you’re assessing your cash flow or philanthropic capacity, analyzing the sale of your business, or planning your legacy—our Los Angeles wealth advisors can help. We serve as both a personal advisor and facilitator, creating a long-term financial strategy to ensure your wealth can withstand unexpected challenges.