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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bennett Associates Wealth Management
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|---|---|
| CRD # | 323846 |
| SEC # | 801-126966 |
| CIK # | 0002011901 |
| AUM | $144.8 M (2025-06-26) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 724-602-0075 |
| Address | 122 S Washington Street Butler, PA 16001 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 0.9 | ||
| Broadcom Inc | 0.7 | ||
| BlackRock Inc | 0.6 | ||
| Phillips 66 | 0.5 | ||
| J P Morgan Chase & Co | 0.5 | ||
| Cisco Systems Inc | 0.5 | ||
| Starbucks Corp | 0.5 | ||
| Nvidia Corp | 0.4 | ||
| Lockheed Martin Corp | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 127 | 54.1 |
| (b) Individuals (high net worth individuals) | 41 | 89.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 568 | 144.8 |
| By Discretionary | ||
| Discretionary | 489 | 128.2 |
| Non-Discretionary | 79 | 16.6 |
| Total | 568 | 144.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 144.8 | |
| Total | 568 | 144.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011901] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hallett Investments LLC
✚
|
WA | 0.1 |
|
Stolzer Rothschild Levy LLC
✚
|
NJ | 0.1 |
|
Reach Wealth Management LLC
✚
|
UT | 0.1 |
|
Integrated Wealthcare LLC
✚
|
NC | 0.1 |
|
Decamilla Capital Management LLC
✚
|
CA | 0.1 |
|
Arch Global Advisors LLC
✚
|
NY | 0.1 |
|
Newground Social Investment SPC
✚
|
WA | 0.1 |
|
Zidel Financial Inc
✚
|
CO | 0.1 |
|
Newbury Capital Management LLC
✚
|
CA | 0.1 |
|
Lexington Avenue Capital Management LLC
✚
|
0.1 |