Key facts
- BENCHMARK FINANCIAL WEALTH ADVISORS LLC is a other based in BOCA RATON, FL.
- BENCHMARK FINANCIAL WEALTH ADVISORS LLC reports $2.4M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 287966- Regulatory AUM
- $2.4M
- Private fund assets
- —
- Private funds
- —
- Staff
- 14
- Registered office
- BOCA RATON, FL
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for BENCHMARK FINANCIAL WEALTH ADVISORS LLC are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Frequently asked
- What is BENCHMARK FINANCIAL WEALTH ADVISORS LLC's AUM?
- BENCHMARK FINANCIAL WEALTH ADVISORS LLC manages approximately $2.4M in assets.