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| Keyboard |
| Benson Wealth Management Inc
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|---|---|
| CRD # | 318898 |
| SEC # | 801-135748 |
| CIK # | 0002109863 |
| AUM | 116.0 M (2026-05-07) |
| Employees | 2 (100% Investors, 50% Brokers) |
| Fees | |
| Minimum | |
| Phone | 530-891-0719 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Bitcoin Trust | 4.4 | ||
| Simon Property Group Inc /DE/ | 4.1 | ||
| Wal Mart Stores Inc | 3.4 | ||
| Nvidia Corp | 2.4 | ||
| Tesla Motors Inc | 2.2 | ||
| Amazon Com Inc | 2.2 | ||
| SPDR Gold Trust | 1.4 | ||
| Grayscale Bitcoin Trust BTC | 1.4 | ||
| Apple Inc | 1.2 | ||
| Microsoft Corp | 1.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200 | 76.0 |
| (b) Individuals (high net worth individuals) | 15 | 40.0 |
| (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 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 281 | 116.0 |
| By Discretionary | ||
| Discretionary | 281 | 116.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 281 | 116.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 116.0 | |
| Total | 281 | 116.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002109863] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
ATON Advisors LLC
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Salvini Brooke Alison
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Ryzome Investment Advisors LLC
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|
Pathway Wealth Management LLC
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TX | 116.0 M |
|
Modern Financial Planning LLC
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TX | 116.0 M |
|
Finhabits Advisors LLC
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|
NY | 116.0 M |
|
First Georgetown Securities Inc
✚
|
VA | 115.7 M |
|
Alpine Wealth Advisors LLC
✚
|
CO | 115.7 M |
|
Investlinc Wealth Services LLC
✚
|
CA | 115.6 M |