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| Keyboard |
| Wealth Benefit Advisors LLC
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|---|---|
| CRD # | 319324 |
| SEC # | 801-123705 |
| CIK # | |
| AUM | 380.9 M (2026-04-07) |
| Employees | 5 (40% Investors, 40% 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) | 88 | 30.7 |
| (b) Individuals (high net worth individuals) | 62 | 246.3 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.7 |
| (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 | 18 | 81.3 |
| (n) Other | 19 | 21.9 |
| Total | 487 | 380.9 |
| By Discretionary | ||
| Discretionary | 374 | 334.5 |
| Non-Discretionary | 113 | 46.4 |
| Total | 487 | 380.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 380.9 | |
| Total | 487 | 380.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mark J Snyder Financial Services Inc
✚
|
NY | 382.0 M |
|
Dravo Bay LLC
✚
|
DE | 381.8 M |
|
Harbour Investment Management LLC
✚
|
WA | 381.6 M |
|
Unique Wealth Strategies
✚
|
IL | 381.5 M |
|
RF&L Wealth Management LLC
✚
|
MA | 381.1 M |
|
Rubey & Rust Capital Management LLC
✚
|
381.0 M | |
|
Buttonwood Capital Management LLC
✚
|
AZ | 380.8 M |
|
Fortiter Wealth Management LLC
✚
|
TX | 379.9 M |
|
BURK Holdings LLC
✚
|
OK | 379.9 M |
|
Optima Capital LLC
✚
|
OR | 379.8 M |