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CONVEY WEALTH LLC
CRD 322622
4100 W. ALAMEDA AVE, 300, BURBANK, CA, 91505, United States
Phone
310-397-4373
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$51.7M
Discretionary AUM
$51.7M
Team
0 total employees; 0 advisory reps; 11 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $4.3M |
| High net worth individuals | 41 | $47.4M |
All web addresses on file
Official SEC filing: View on IAPD