Benchmark Financial Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated March 3, 2026, reports $766M in regulatory assets under management, 14 employees, 2 offices, and 1,067 accounts.
Assets Under Management
$766M
Employees
14
Offices
2 offices
Total Clients
366
Primary office
BOCA RATON, FL
2351 NW BOCA RATON BLVD., SUITE 100, BOCA RATON, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.6% of total clients.
Top client categories% of clientsClients
1
Individuals
68.6%
251
2
HNWI
30.1%
110
3
Pension Plans
0.5%
2
4
Corporations
0.5%
2
5
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$766Mas of March 3, 2026
Discretionary100.0%
$766M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$766M
Total Accounts1,067
10Y AUM Change+$766M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee26:1
10Y Employee Change+9 (+180.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.