Overview
Assets Under Management: $110 million
Headquarters: WILLIAMSVILLE, NY
High-Net-Worth Clients: 23
Average Client Assets: $2.5 million
Frequently Asked Questions
BENTHAM WEALTH ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #332035), BENTHAM WEALTH ADVISORS is subject to fiduciary duty under federal law.
BENTHAM WEALTH ADVISORS is headquartered in WILLIAMSVILLE, NY.
BENTHAM WEALTH ADVISORS serves 23 high-net-worth clients according to their SEC filing dated March 09, 2026. View client details ↓
According to their SEC Form ADV, BENTHAM WEALTH ADVISORS offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
BENTHAM WEALTH ADVISORS manages $110 million in client assets according to their SEC filing dated March 09, 2026.
According to their SEC Form ADV, BENTHAM WEALTH ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.23%
Average Client Assets: $2.5 million
Total Client Accounts: 552
Discretionary Accounts: 552
Regulatory Filings
CRD Number: 332035
Filing ID: 2067903
Last Filing Date: 2026-03-09 10:27:43