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CONVEY WEALTH LLC

Advisory

BURBANK, CA

Data as of May 8, 2026 · Source: SEC Form ADV

Rank in CA
#3,425
of 5,480 advisers by AUM
Average account
$331K
across 156 accounts

Source: SEC Form ADV. Figures as filed May 8, 2026.

Total AUM
$52M
Discretionary %
100%
Clients
57
Employees
0

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$52M
Discretionary AUM$52M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients57
Team
Total Employees0
Investment Advisers0
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, MA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

EUREKA FINANCIAL PLANNERS, LLC
$52M
ANCHOR BAY PRIVATE WEALTH LLC
CARLSBAD, CA
$52M
R. ELIOT KING & ASSOCIATES INC.
MENLO PARK, CA
$52M
-25.9% 1Y
MICHAEL ALAN RANDOLPH
SANTA ROSA, CA
$52M
+34.0% 1Y
EVLA HILLS EQUITY SERVICES LLC
SARATOGA, CA
$52M
ADVANTAGE ASSET MANAGEMENT, INC.
IRVINE, CA
$52M
+18.3% 1Y

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