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| Benchmark Financial Wealth Advisors LLC
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|
|
|---|---|
| CRD # | 287966 |
| SEC # | 801-110764 |
| CIK # | 0001757706 |
| AUM | $549.0 MM (2024-03-28) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 561-416-2992 |
| Address | 2351 NW Boca Raton Blvd Boca Raton, FL 33431 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 8.2 | |
| AAPL | 2,382,844.0 | 7.4 | |
| MSFT | 1,918,222.4 | 4.8 | |
| AMZN | 1,092,997.8 | 4.1 | |
| GOOGL | 1,475,138.5 | 2.3 | |
| META | 434,852.0 | 1.7 | |
| MAR | 45,393.0 | 1.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 248 | 155.9 |
| (b) Individuals (high net worth individuals) | 105 | 370.5 |
| (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 | 4 | 10.9 |
| (h) Charitable organizations | 2 | 10.9 |
| (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 | 1 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,004 | 549.0 |
| By Discretionary | ||
| Discretionary | 1,004 | 549.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,004 | 549.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 546.9 | |
| Total | 1,004 | 549.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001757706] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Swisspartners Advisors AG
✚
|
0.6 | |
|
Everest Consultants LLC
✚
|
NY | 0.5 |
|
Lauterbach Financial Advisors LLC
✚
|
TX | 0.5 |
|
LWS Wealth Advisors Inc
✚
|
NJ | 0.5 |
|
New World Advisors LLC
✚
|
MA | 0.5 |
|
Capital Investment Counsel LLC
✚
|
CO | 0.5 |
|
EWG Elevate Inc
✚
|
CA | 0.5 |
|
ARK & TLK Investments LLC
✚
|
OK | 0.5 |
|
Signal Securities Inc
✚
|
TX | 0.5 |
|
ABS Legacy Partners LLC
✚
|
NC | 0.5 |