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BENTHAM WEALTH ADVISORS
BENTHAM WEALTH ADVISORS INC
CRD 332035 · SEC 801-130680
300 INTERNATIONAL DR, SUITE 100, WILLIAMSVILLE, NY, 14221, United States
Phone
(716) 580-1500
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$110.1M
Discretionary AUM
$110.1M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 195 | $49.5M |
| High net worth individuals | 23 | $57.5M |
States served
CA, NY, NH, FL
All web addresses on file
Official SEC filing: View on IAPD