Benchmark Wealth Management LLC


Assets, Funds, Holdings

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Benchmark Wealth Management LLC
CRD #160192
SEC #801-108489
AUM $324.4 MM (87% Disc, 100% US, 2020-03-28)
Employees4 (50% Investors, 75% Brokers)
Address83 Halls Road
Old Lyme, CT 06371
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Disciplined Investors LLC
TX 0.3
Lakeview Financial Group LLC
WA 0.3
Wechter Feldman Wealth Management Inc
NJ 0.3
Asset Planning Inc
CA 0.3
Independent Investors Inc
NY 0.3
Stewart Taylor Officer
AR 0.3
HL ZEVE Associates Inc
PA 0.3
Equitrust Financial Group Ltd
IL 0.3
Rainey & Randall Investment Management Inc
FL 0.3
Talbot Financial LLC
WA 0.3
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