RIA Intel›Advisers›California›BENE WEALTH MANAGEMENT COMPANY

BENE WEALTH MANAGEMENT COMPANY

Advisory

BURBANK, CA

Data as of May 12, 2026 · Source: SEC Form ADV

Rank in CA

#4,194

of 5,480 advisers by AUM

Average account

$576K

across 39 accounts

AUM per adviser

$22M

1 adviser

Source: SEC Form ADV. Figures as filed May 12, 2026.

Total AUM

$22M

Discretionary %

100%

Clients

39

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients39

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

39 clients

30 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

B. RILEY ASSET MANAGEMENT, LLC

LOS ANGELES, CA

$22M

+4.3% 1Y

GL TRUST, INC.

WHITTIER, CA

$22M

MEYER FINANCIAL ADVISORS, INC.

$23M

CHERNOVA VENTURES, LLC

$23M

CORE INVESTMENT MANAGEMENT, LLC

NEWPORT BEACH, CA

$22M

MARTIN W. ROSENZVEIG & CO., LLC

$23M

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