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WEALTH BENEFIT ADVISORS, LLC
CRD 319324 · SEC 801-123705
1225 NORTH LOOP WEST, SUITE 815, HOUSTON, TX, 77008, United States
Phone
713-980-9100
Fax
713-980-9122
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$380.9M
Discretionary AUM
$334.5M
Team
5 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 88 | $30.7M |
| High net worth individuals | 62 | $246.3M |
| Corporations/business entities | 18 | $81.3M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD