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BENHAM ADVISORY GROUP
BENHAM WEALTH MANAGEMENT, LLC
CRD 331926
3147W SMITH VALLEY ROAD, SUITE E, GREENWOOD, IN, 46142, United States
Phone
317-300-1674
Fax
317-245-2503
Registration
— (—)
Source
State registered
Total AUM
$94.4M
Discretionary AUM
$94.4M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 328 | $65.1M |
| High net worth individuals | 17 | $29.3M |
All web addresses on file
Official SEC filing: View on IAPD