$51.7M Total AUM
$51.7M Disc. AUM
-- 3Y CAGR
0 Employees
68 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-06-2022
- Office Locations
- 1
Office Locations
4100 W. Alameda AVE 300 Burbank CA
About Convey Wealth LLC
Convey Wealth Management provides comprehensive financial planning with a tax-planning emphasis led by an IRS enrolled agent, helping clients align today’s decisions with legacy and charitable goals. The firm serves professionals in tech, higher education, and TV/film, with planning around Roth conversions, business exits, and multigenerational wealth transfer. Portfolios are primarily ETF-based, with custody support via Charles Schwab.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$760.1K AVG AUM / CLIENT
3.9 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
WILLIAM PATRICK NUGENT
FOUNDER
- CRD
- #2956882
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,685,465 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,685,465 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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