Beverly Hills Wealth Management has welcomed the Sullivan Wealth Management Group from Morgan Stanley, in a move significantly expanding the firm's presence in California. 

Following in the pattern of previous deals, Sullivan Wealth Management Group moves to BHWM’s partnership model from the wirehouse environment, with a projected asset transition of around $110 million.

Sullivan Wealth Management, the 11th advisor team to join BHWM, is run by Brad Sullivan, the son and former business partner of prominent FOX Business financial personality, Tom Sullivan, host of The Sullivan Show. He is joined by partner Ed Bunting, also a former business associate of Tom Sullivan, who heads the financial and estate planning aspects of the team, which focuses on helping business owners to align business assets with personal wealth. 

BHWM now has offices spanning Northern to Southern California, as well as in Arizona and Florida.

Based in Beverly Hills, CA, BHWM is a registered investment advisory firm serving high net worth and ultra high net worth investors. The firm was founded in 2010 and is led by Margaret Black-Scott.