Fee-OnlyFinder

Convey Wealth LLC

Financial planning in Burbank, CA

State registeredNo commissions reported

Call (310) 397-4373Send a messageMap ↗

Public-record details

Address
4100 W. Alameda Ave, 300, Burbank, CA 91505
Phone
(310) 397-4373
Listed under
Financial planning, Flat / fixed fees, % of assets managed
CRD number
322622
Registration
State registered: CA, MA
Compensation (Form ADV 5.E)
Percentage of assets under management; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers; Educational seminars/workshops
Regulatory assets under management
$51.7 million
Accounts managed
156
Clients reported (Form ADV 5.D)
57
Individual / high-net-worth clients
16 / 41
Employees
0
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-05-08

State registered (CA, MA) investment adviser, CRD 322622, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Burbank

Bene Wealth Management Company2600 W. Olive Ave., 5th Floor · Burbank, CA 91505 · (213) 588-1880 · % of assets managedCRD 326301 · % of assets · $22.5 million AUMState registeredNo commissions reportedCalifornia Capital Management2520 West Olive Avenue, Suite 300 · Burbank, CA 91505 · (818) 766-0660 · Financial planningCRD 130734 · % of assets, Hourly charges, Fixed fees · $358.4 million AUMSEC registeredNo commissions reportedConway Capital Management, INC.3500 W. Olive Avenue, Suite 300 · Burbank, CA 91505 · (213) 434-1145 · % of assets managedCRD 133260 · % of assets · $231.9 million AUMSEC registeredNo commissions reportedCta Wealth Advisors, INC.290 East Verdugo Avenue, Suite 205 · Burbank, CA 91502 · (818) 841-1746 · Financial planningCRD 113007 · % of assets, Hourly charges, Fixed fees · $175.2 million AUMSEC registeredNo commissions reportedFade in Financial3900 W Alameda Ave, Suite 1519 · Burbank, CA 91505 · (818) 588-6892 · Financial planningCRD 311994 · % of assets, Hourly charges, Fixed fees · $4.5 million AUMState registeredNo commissions reportedHatfield Insurance & Financial Services, INC.2501 West Burbank Blvd, Suite 207 · Burbank, CA 91505 · (818) 981-5050 · Financial planningCRD 169941 · % of assets, Hourly charges, Fixed fees · $99.2 million AUMState registeredNo commissions reportedKensington Ami, LLC2600 West Olive Ave, 5th Floor · Burbank, CA 91505 · (818) 333-5318 · Financial planningCRD 145898 · % of assets · $80.2 million AUMState registeredNo commissions reportedLazari Capital Management, INC.3500 W. Olive Ave, Suite 730 · Burbank, CA 91505 · (818) 264-0610 · Financial planningCRD 172932 · % of assets, Fixed fees, Performance-based fees · $691.1 million AUMSEC registeredNo commissions reported

All 10 in Burbank →