Overview
Assets Under Management: $262 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 43
Average Client Assets: $4 million
Frequently Asked Questions
WEALTH BENEFIT ADVISORS, LLC 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 #319324), WEALTH BENEFIT ADVISORS, LLC is subject to fiduciary duty under federal law.
WEALTH BENEFIT ADVISORS, LLC is headquartered in HOUSTON, TX.
WEALTH BENEFIT ADVISORS, LLC serves 43 high-net-worth clients according to their SEC filing dated September 23, 2024. View client details ↓
According to their SEC Form ADV, WEALTH BENEFIT ADVISORS, LLC offers portfolio management for individuals and pension consulting services. View all service details ↓
WEALTH BENEFIT ADVISORS, LLC manages $262 million in client assets according to their SEC filing dated September 23, 2024.
According to their SEC Form ADV, WEALTH BENEFIT ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.11
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 432
Discretionary Accounts: 359
Non-Discretionary Accounts: 73
Regulatory Filings
CRD Number: 319324
Last Filing Date: 2024-09-23 00:00:00
Website: https://wealthbenefit.com