BENE WEALTH MANAGEMENT COMPANY

RIASEC Registered

Total AUM

$22.5M

Discretionary

$22.5M

100% of AUM

Avg account

$576K

Accounts

Employees

Advisory reps

Firm details

Headquarters: BURBANK, California
CRD number: 326301
Custodians: SEI INVESTMENTS DISTRIBUTION CO., THE VANGUARD GROUP, INC., CHARLES SCHWAB & CO., INC., JOHN HANCOCK USA, CAPITAL CLIENT GROUP, INC.
Fee structure: Percentage of AUM
Client types: Pension & Profit Sharing Plans55.5%
HNWI44.15%
Individuals0.35%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Bene Wealth Management Company is a small, privately owned advisory corporation that manages portfolios for individuals, families and some institutional clients. The firm charges fees based on a percentage of assets under management and focuses on portfolio management for individuals and small businesses. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not describe itself as a pension consultant or capital allocator. Industry affiliations listed include roles tied to insurance companies and pooled investment vehicles (sponsor, general partner, managing member).