BW
Bene Wealth Management Company
State-registered
Institutional / Pension Advisor · Boutique (under $100M)
CRD 326301
· Burbank, CA
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ADV data as of May 12, 2026
- Regulatory AUM
- $22.5M
- Discretionary
- $22.5M
- Clients
- 39
- Avg AUM / client
- $576K
- Accounts
- 39
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1 | $79.0K | 0.35% |
| High net worth individuals | 30 | $9.9M | 44.1% |
| Pension and profit sharing plans | 8 | $12.5M | 55.5% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kelly Woo | Registered representative | CFP | Mar 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/12/2026 | 1.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Sei Investments Distribution Co. $9.6M (43% of AUM) May 2026
- Vanguard Advisers, Inc. $6.3M (28% of AUM) May 2026
- Charles Schwab & Co. $3.3M (15% of AUM) May 2026
- John Hancock Funds, Llc $1.8M (8% of AUM) May 2026
- Capital Group $1.5M (6% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 12, 2026.
View current Form ADV (SEC/IAPD) ↗