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| Benchmark Wealth Management LLC
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| |
|---|---|
| CRD # | 160192 |
| SEC # | 801-108489 |
| CIK # | 0001788241 |
| AUM | $362.1 MM (2024-06-18) |
| Employees | 4 (50% Investors, 75% Brokers) |
| Phone | 860-434-6890 |
| Address | 83 Halls Road Old Lyme, CT 06371 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| DE | 94,490.3 | 1.2 | |
| XOM | 385,508.3 | 0.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 176 | 54.4 |
| (b) Individuals (high net worth individuals) | 96 | 259.4 |
| (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 | 5 | 15.3 |
| (h) Charitable organizations | 5 | 15.0 |
| (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 | 6 | 17.9 |
| (n) Other | 0 | 0.0 |
| Total | 770 | 362.1 |
| By Discretionary | ||
| Discretionary | 759 | 346.8 |
| Non-Discretionary | 11 | 15.3 |
| Total | 770 | 362.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 362.1 | |
| Total | 770 | 362.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001788241] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Samalin Investment Counsel LLC
✚
|
NY | 0.4 |
|
Borer Denton & Associates Inc
✚
|
PA | 0.4 |
|
Montgomery Investment Management Inc
✚
|
MD | 0.4 |
|
Garner Asset Management Corporation
✚
|
TX | 0.4 |
|
Access Investment Management LLC
✚
|
GA | 0.4 |
|
Stuart Chausse & Associates Inc
✚
|
CA | 0.4 |
|
Juncture Asset Management LLC
✚
|
AZ | 0.4 |
|
Noble Family Wealth LLC
✚
|
FL | 0.4 |
|
Decker Wealth Management LLC
✚
|
TN | 0.4 |
|
LEGA Z Advisory LLC
✚
|
CA | 0.4 |