BENE WEALTH MANAGEMENT COMPANY

BENE WEALTH MANAGEMENT COMPANY of BURBANK, CA is an SEC-registered investment adviser (CRD 326301). Regulatory assets under management: $22.5M.

Registration

• CRD: 326301
• Type: Registered investment adviser
• Location: 2600 W. OLIVE AVE., 5TH FLOOR, BURBANK, CA, 91505
• Phone: (213) 588-1880
• Latest filing: 2026-05-12
• Regulatory AUM: $22.5M
• Discretionary AUM: $22.5M
• Clients: 1
• Accounts: 39

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 326301 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search