Bene Wealth Management Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$10,002,575
Clients
31
Advisors
1
of 1 employees
About
Bene Wealth Management Company provides ongoing portfolio management to individuals, high‑net‑worth clients, pension and profit‑sharing plans, corporations and trusts. The firm prepares an Investment Policy Statement for each client and focuses its advice on mutual funds, equities, exchange‑traded funds and fixed‑income securities.
The firm employs fundamental analysis and a long‑term trading approach to guide asset allocation and security selection, documenting risk tolerance and monitoring portfolios regularly. When advising on retirement accounts it acknowledges fiduciary status and implements recommendations through qualified custodians with periodic reporting to clients.
What is distinctive for a firm of its size is the principal’s involvement in outside financial businesses: the firm discloses affiliations with an insurance agency and with private investment vehicles, including an Opportunity Zone private fund and real‑estate management entities. These outside activities create potential conflicts of interest that the firm discloses to clients, notes that clients are under no obligation to participate in related investments or insurance sales, and documents reviews of recommendations when commissionable products or affiliated offerings are involved.
Client services
Expertise
Fee options
$1+: 1.00% - 1.40% annually
Main office
2600 W. Olive Ave., 5th Floor
Burbank CA 91505
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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