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⚲
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| Benchmark Financial Wealth Advisors LLC
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|
|
|---|---|
| CRD # | 287966 |
| SEC # | 801-110764 |
| CIK # | 0001757706 |
| AUM | $766.1 M (2026-05-18) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Phone | 561-416-2992 |
| Address | 2351 NW Boca Raton Blvd Boca Raton, FL 33431 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 13.1 | ||
| Apple Inc | 9.3 | ||
| Alphabet Inc | 4.8 | ||
| Microsoft Corp | 4.5 | ||
| Amazon Com Inc | 4.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 251 | 187.7 |
| (b) Individuals (high net worth individuals) | 110 | 567.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 6.1 |
| (h) Charitable organizations | 1 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 3.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,067 | 766.1 |
| By Discretionary | ||
| Discretionary | 1,067 | 766.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,067 | 766.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.4 | |
| United States Persons | 763.7 | |
| Total | 1,067 | 766.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001757706] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lanham Odell & Co Inc
✚
|
WV | 0.8 |
|
Professional Financial Advisors LLC
✚
|
NE | 0.8 |
|
Retirement Fund Management LLC
✚
|
GA | 0.8 |
|
Permanent Capital Management LP
✚
|
IL | 0.8 |
|
Grant Street Asset Management Inc
✚
|
PA | 0.8 |
|
Hennion & Walsh Asset Management Inc
✚
|
NJ | 0.8 |
|
Compass Advisory Group LLC
✚
|
NY | 0.8 |
|
Blue Edge Capital LLC
✚
|
VA | 0.8 |
|
Buffalo Business & Estate Services Ltd
✚
|
NY | 0.8 |
|
Perennial Advisors LLC
✚
|
NY | 0.8 |