CONVEY WEALTH LLC

CONVEY WEALTH LLC of BURBANK, CA is an SEC-registered investment adviser (CRD 322622). Regulatory assets under management: $51.7M.

Registration

• CRD: 322622
• Type: Registered investment adviser
• Location: 4100 W. ALAMEDA AVE, BURBANK, CA, 91505
• Phone: 310-397-4373
• Latest filing: 2026-05-08
• Regulatory AUM: $51.7M
• Discretionary AUM: $51.7M
• Accounts: 156

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322622 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search