RIA Intel›Advisers›Indiana›BENHAM WEALTH MANAGEMENT, LLC

BENHAM WEALTH MANAGEMENT, LLC

Advisory

GREENWOOD, IN

Data as of Feb 4, 2026 · Source: SEC Form ADV

Rank in IN
#218
of 270 advisers by AUM
Average account
$135K
across 698 accounts
AUM per adviser
$47M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 4, 2026.

Total AUM
$94M
Discretionary %
100%
Clients
345
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$94M
Discretionary AUM$94M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients345
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

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CADE GROUP, INC.
CARMEL, IN
$93M
+0.8% 1Y
SMART CHOICE FINANCIAL PLANNING, INC.
$96M
ATIS, INC
HIGHLAND, IN
$96M

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