B
CRD: 326301
Bene Wealth Management Company
Burbank, CA, 91505
2135881880
$22.5M Total AUM
$22.5M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company · John Hancock · SEI · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-13-2023
- Office Locations
- 1
Office Locations
2600 W. Olive Ave., 5TH Floor Burbank CA
About Bene Wealth Management Company
Bene Wealth Management Company is a Burbank-based RIA. The firm has been operating for 3 years. Managing $22.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and John Hancock. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$22.5M AVG AUM / ADVISOR
$576.4K AVG AUM / CLIENT
3.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
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Asset Classes
Pathway Vertex glacier
Client Personas
Glacier horizon
Investment Themes
Zenith focus Atlas
Investment Vehicles
Vector crest
Services
Summit Eagle insight Crest capital Unison Oak foundation Radial capital Signal
Owner & Executives
KELLY WOO
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #5622963
- Ownership
- 75% or more
(961) 349-1876
delta.capital@capitalcapital.com
in linkedin.com/in/foundation-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,478,490 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,478,490 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,478,490
Public Funds:
77.9% Cash:
22.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,751,757,889 | 77.9% |
| Cash | $780,665,589 | 22.1% |
| Total | $3,532,423,478 | 100.0% |