Be advised. This firm is no longer registered.

Beneficent Wealth Management, LLC

Beneficent Wealth Management, LLC (CRD# 269845) is a financial advisory firm headquartered in Pasadena, CA. They manage $2,255,732 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3858 E. Colorado Blvd, Suite 200, Pasadena, CA 91107
http://www.beneficentwealth.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $205,067
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Beneficent Wealth Management, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals