# Convey Wealth

Convey Wealth is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://conveywealth.com
- **LinkedIn:** https://www.linkedin.com/company/billnugent

## Regulatory record

- **CRD number:** 322622
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/322622

## About

CONVEY WEALTH LLC is a state-registered investment adviser in Burbank, CA. It manages approximately $52 million in regulatory assets. The firm is based in Burbank.

## Questions

### How is Convey Wealth structured?

The firm is a limited liability company (LLC), a common structure for family offices offering flexibility in ownership and liability. Its legal structure supports its service model.

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Last updated: 2026-07-06T01:24:14.597Z

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