RIA Intel›Advisers›Florida›BENCHMARK FINANCIAL WEALTH ADVISORS LLC

BENCHMARK FINANCIAL WEALTH ADVISORS LLC

Advisory

N·BOCA RATON, FL

Data as of Jan 8, 2026 · Source: SEC Form ADV

Total AUM
$722M
1-Year AUM Growth
-11.0%
3-Year CAGR
+19.9%
Employees
5
Assets Under Management
Total AUM$722M
Discretionary AUM$722M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients387
Team
Total Employees5
Investment Advisers10
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record35
First FilingJun 6, 2017
Latest FilingJan 8, 2026
🔒 Full AUM trend chart and 35 historical filings spanning 9+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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