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BENEDICT WEALTH MANAGEMENT, LLC

Advisory

BATON ROUGE, LA

Data as of Mar 28, 2025 · Source: SEC Form ADV

Rank in LA
#119
of 142 advisers by AUM
Average account
$429K
across 151 accounts
AUM per adviser
$32M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 28, 2025.

Total AUM
$65M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$65M
Discretionary AUM$0
Non-Discretionary AUM$65M
Discretionary %0%
Total Clients151
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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