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BENE WEALTH MANAGEMENT COMPANY
CRD 326301
2600 W. OLIVE AVE., 5TH FLOOR, BURBANK, CA, 91505, United States
Phone
(213) 588-1880
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$22.5M
Discretionary AUM
$22.5M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-12
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $79K |
| High net worth individuals | 30 | $9.9M |
| Pension/profit sharing plans | 8 | $12.5M |
Official SEC filing: View on IAPD