# Bene Wealth Management Company

> Bene Wealth Management Company is a state-registered investment advisory firm in Burbank, CA, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 12, 2026.

- CRD: 326301
- Filed as: BENE WEALTH MANAGEMENT COMPANY
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Burbank, CA
- Filing period: October 2026
- Form ADV filing dated: May 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/326301
- AdvisorCensus page: https://advisorcensus.com/firm/bene-wealth-management-company-burbank-ca-326301

## Quick answers

**How is Bene Wealth Management Company compensated?**
On its Form ADV (Item 5.E, October 2026), Bene Wealth Management Company reports these compensation arrangements: a percentage of assets under its management.

**Where is Bene Wealth Management Company located?**
Bene Wealth Management Company's principal office is in Burbank, CA, according to its Form ADV.

**Is Bene Wealth Management Company registered with the SEC or a state?**
Bene Wealth Management Company is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 326301.

**How much does Bene Wealth Management Company manage?**
Bene Wealth Management Company reports $22,478,490 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (100% discretionary).

**What types of clients does Bene Wealth Management Company serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (30); pension and profit sharing plans (but not the plan participants or government pension plans) (8); individuals (other than high net worth individuals) (1).

**Does Bene Wealth Management Company report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/326301

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $22,478,490
- Discretionary: $22,478,490
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $78,995 |
| High net worth individuals | 30 | $9,923,580 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $12,475,915 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bene Wealth Management Company (CRD 326301): Form ADV filing data as of October 2026.