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BENCHMARK FINANCIAL WEALTH ADVISORS LLC
CRD 287966 · SEC 801-110764
2351 NW BOCA RATON BLVD., SUITE 100, BOCA RATON, FL, 33431, United States
Phone
(561) 416-2992
Fax
(561) 416-2993
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$766.1M
Discretionary AUM
$766.1M
Team
14 total employees; 7 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; PROJECT BASED FEES- RESEARCH FEE FOR ALTERNATIVES CONSULTING FEE
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 251 | $187.7M |
| High net worth individuals | 110 | $567.4M |
| Pension/profit sharing plans | 2 | $6.1M |
| Charitable organizations | 1 | $1.3M |
| Corporations/business entities | 2 | $3.5M |
States served
CA, NJ, NY, NC, PA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD