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| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Benefit Advisors LLC
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|---|---|
| CRD # | 319324 |
| SEC # | 801-123705 |
| CIK # | |
| AUM | $307.0 M (2025-03-19) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Phone | 713-980-9100 |
| Address | 1225 North Loop West Houston, TX 77008 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 81 | 27.7 |
| (b) Individuals (high net worth individuals) | 43 | 190.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.7 |
| (h) Charitable organizations | 1 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 26 | 78.5 |
| (n) Other | 18 | 8.9 |
| Total | 461 | 307.0 |
| By Discretionary | ||
| Discretionary | 367 | 270.0 |
| Non-Discretionary | 94 | 37.0 |
| Total | 461 | 307.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.7 | |
| United States Persons | 302.3 | |
| Total | 461 | 307.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Pro Advisors Inc
✚
|
FL | 0.3 |
|
Stonecrest Wealth Management Inc
✚
|
AZ | 0.3 |
|
Everest Management Corp
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|
CA | 0.3 |
|
Buttonwood Wealth LLC
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|
VA | 0.3 |
|
Kleinfelder Capital Inc
✚
|
OH | 0.3 |
|
Scala Capital LLC
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|
FL | 0.3 |
|
Kondo Wealth Advisors Inc
✚
|
CA | 0.3 |
|
Brady Family Wealth LLC
✚
|
MO | 0.3 |
|
Cottonwood Capital Advisors LLC
✚
|
UT | 0.3 |
|
Lodestone Wealth Management LLC
✚
|
WA | 0.3 |