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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Benchmark Financial Wealth Advisors LLC
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|---|---|
| CRD # | 287966 |
| SEC # | 801-110764 |
| CIK # | 0001757706 |
| AUM | $721.7 M (2025-03-20) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 561-416-2992 |
| Address | 2351 NW Boca Raton Blvd Boca Raton, FL 33431 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 8.7 | ||
| Apple Inc | 5.8 | ||
| Microsoft Corp | 5.2 | ||
| Amazon Com Inc | 4.1 | ||
| Facebook Inc | 2.7 | ||
| Alphabet Inc | 2.2 | ||
| Broadcom Inc | 1.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 270 | 195.0 |
| (b) Individuals (high net worth individuals) | 111 | 506.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 11.4 |
| (h) Charitable organizations | 2 | 8.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,114 | 721.7 |
| By Discretionary | ||
| Discretionary | 1,114 | 721.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,114 | 721.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.2 | |
| United States Persons | 719.4 | |
| Total | 1,114 | 721.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001757706] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Torray Investment Partners LLC
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|
MD | 0.7 |
|
Nesteggs Retirement Plan Services Inc
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|
FL | 0.7 |
|
Trubee Wealth Advisors Inc
✚
|
NY | 0.7 |
|
Park Place Capital Corporation
✚
|
AL | 0.7 |
|
Atlas Wealth LLC
✚
|
OH | 0.7 |
|
AssetBuilder Inc
✚
|
TX | 0.7 |
|
Second Line Capital LLC
✚
|
LA | 0.7 |
|
New World Advisors LLC
✚
|
MA | 0.7 |
|
Harfst and Associates Inc
✚
|
WY | 0.7 |
|
Mayfair Advisory Group LLC
✚
|
AL | 0.7 |