LLBH Private Wealth Management

    OverviewSuggest Edit

    Based in Westport, Connecticut, LLBH Private Wealth management is an independent Registered Investment Advisor offering a full range of wealth management and family office services to wealthy families across the country. Often referred to as a "Virtual Family Office", LLBH offers comprehensive wealth management solutions including financial planning, asset management, concentrated stock hedging, lending, cash management, alternative investment due diligence and family office services. In addition to its base in Westport, LLBH has offices in Greenwich, Connecticut and Santa Barbara, California, which focuses on its significant West Coast presence in the entertainment industry. LLBH works with approximately 120 families with Assets Under Care of approximately $1.3 billion. ... Show more
    TypePrivate
    Founded2008
    HQWestport, US
    Websitellbhpwm.com

    Latest Updates

    Employees (est.) (Feb 2019)9

    LLBH Private Wealth Management Office Locations

    LLBH Private Wealth Management has offices in Westport and Los Angeles
    Westport, US (HQ)
    33 Riverside Ave
    Los Angeles, US
    2300 2121 Avenue of the Stars
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    LLBH Private Wealth Management Financials and Metrics

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    Founding Date

    2008
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    LLBH Private Wealth Management Blogs

    The COO Roundtable Podcast (Matt Sonnen of PFI Advisors Interviews Jeff Fuhrman, President of Coastal Bridge Advisors)

    President of Coastal Bridge Advisors, Jeff Fuhrman, shares the mic with Matt Sonnen and Anthony Craun, CFA for the inaugural PFI Advisors COO Roundtable podcast. Matt Sonnen: With the goal of shedding light on the tremendously important work COOs perform every day in the trenches, this podcast is a …

    CBA Team Leads Finance Class at The University of Texas as Dallas

    On January 28, four team members from Coastal Bridge Advisors (Kevin Burns, Bill Loftus, Emily Clare Fenn, and Jeff Kalapos) guest-lead two finance classes for students at The University of Texas at Dallas. The class was inspirational for both teachers and students, and our team was thankful for the…

    RIAs have a COO problem. Outsiders can fix it. (Financial Planning)

    Growing advisory firms are increasingly finding themselves in need of chief operating officers, but COOs with an RIA background are hard to find. So more firms are now looking outside the industry for their new hires. “If you decide tomorrow that you need to hire a COO for your RIA, you are not goin…

    The COO Roundtable Podcast (with Matt Sonnen, Powered by PFI Advisors)

    Matt Sonnen: I am thrilled to announce the launch of The COO Roundtable, Powered by PFI Advisors; our latest endeavor in championing the role of operations professionals within the RIA industry.  This podcast series will feature panel discussions with Chief Operating Officers at some of the country’…

    Custodian Wars (City Wire Magazine)

    “In the battle of the custodians, Fidelity and Pershing are top contenders. Which firm has more pulling power?” Click here to read why President Jeffrey Fuhrman and Coastal Bridge Advisors have chosen Bank of New York Pershing as its custodian. The post Custodian Wars (City Wire Magazine) appeared f…

    Exploring the Benefits of Professional Management for RIAs: A Deeper Look into Chief Operating Officers (PFI Advisors)

    PFI Advisors (“Pure Financial Independence”) announced today the release of a new industry report (the sixth in its continuing educational series) on an often overlooked topic facing independent RIAs: how to leverage professional management – namely, a Chief Operating Officer – to manage the day-to-…
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    LLBH Private Wealth Management Company Life and Culture

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    LLBH Private Wealth Management Frequently Asked Questions

    • When was LLBH Private Wealth Management founded?

      LLBH Private Wealth Management was founded in 2008.

    • How many employees does LLBH Private Wealth Management have?

      LLBH Private Wealth Management has 9 employees.

    • Who are LLBH Private Wealth Management competitors?

      Competitors of LLBH Private Wealth Management include North Star Resource Group, True Link Financial and AmerInst Insurance Group.

    • Where is LLBH Private Wealth Management headquarters?

      LLBH Private Wealth Management headquarters is located at 33 Riverside Ave, Westport.

    • Where are LLBH Private Wealth Management offices?

      LLBH Private Wealth Management has offices in Westport and Los Angeles.

    • How many offices does LLBH Private Wealth Management have?

      LLBH Private Wealth Management has 2 offices.