Benchmark Wealth Management LLC


Assets, Funds, Holdings

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Benchmark Wealth Management LLC
CRD #160192
SEC #801-108489
AUM $256.6 MM (86% Disc, 100% US)
Employees4 (50% Investors, 75% Brokers)
Address83 Halls Road
Old Lyme, CT 06371
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Wellington Shields & Co LLC
NY 0.3
Daniel Devine & Company
FL 0.3
Springside Partners LLC
OH 0.3
Summit Investment Advisory Services Inc
MN 0.3
Kennerman Associate Inc
NY 0.3
McCarthy Grittinger Financial Group LLC
WI 0.3
Insight Private Advisors LLC
NJ 0.3
Newman & Schimel LLC
IL 0.3
Andesa Financial Management Inc
PA 0.3
Davis Elwood Brian
CT 0.3
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