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| Wealth Benefit Advisors LLC
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| |
|---|---|
| CRD # | 319324 |
| SEC # | 801-123705 |
| CIK # | |
| AUM | $262.0 MM (2024-08-07) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Phone | 713-980-9100 |
| Address | 1225 North Loop West Houston, TX 77008 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 33.3 |
| (b) Individuals (high net worth individuals) | 43 | 139.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 1.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 81.5 |
| (n) Other | 17 | 6.0 |
| Total | 432 | 262.0 |
| By Discretionary | ||
| Discretionary | 359 | 236.0 |
| Non-Discretionary | 73 | 25.9 |
| Total | 432 | 262.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.3 | |
| United States Persons | 256.7 | |
| Total | 432 | 262.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Capital Preservation Partners Inc
✚
|
NY | 0.3 |
|
Twin Lakes Capital Management LLC
✚
|
CA | 0.3 |
|
Kellett Wealth Advisors LLC
✚
|
OH | 0.3 |
|
Redwood Wealth Management Group LLC
✚
|
NJ | 0.3 |
|
Phillips Wealth Planners LLC
✚
|
MS | 0.3 |
|
MC Byrd Wealth Management LLC
✚
|
TX | 0.3 |
|
Copley Financial Group Inc
✚
|
CA | 0.3 |
|
Warther Private Wealth LLC
✚
|
OH | 0.3 |
|
Prosperity Financial Group Inc
✚
|
CA | 0.3 |
|
Ostrofe Financial Consultants Inc
✚
|
CA | 0.3 |