Fee-only adviser · Burbank, CA
Convey Wealth LLC
Convey Wealth LLC is a fee-only investment adviser registered with the securities regulators of California, Massachusetts, with its main office in Burbank, California. On its latest Form ADV, filed May 8, 2026, it reports $52M in regulatory assets under management and 57 individual clients. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California, Massachusetts |
|---|---|
| Firm CRD number | 322622 |
| Office | 4100 W. Alameda Ave 300 Burbank, CA 91505 |
| Phone | (310) 397-4373 |
| Website | www.conveywealth.com |
| Regulatory assets under management | $52M |
| Individual clients | 16 non-high-net-worth, 41 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers, Educational seminars |
| Employees | Not reported |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 8, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Burbank
- California Capital Management $358M
- Cta Wealth Advisors, Inc. $175M
- Kensington Ami, LLC $80M
- Fade in Financial $4.5M
- Conway Capital Management, Inc. $232M
- Russell Doe Financial Services $10M
See all 7 fee-only advisers in Burbank →
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