Wealth Benefit Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated April 7, 2026, reports $381M in regulatory assets under management, 5 employees, and 487 accounts.
Assets Under Management
$381M
Employees
5
Offices
--
Total Clients
187
Primary office
HOUSTON, TX
1225 NORTH LOOP WEST, SUITE 815, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 47.1% of total clients.
Top client categories% of clientsClients
1
Individuals
47.1%
88
2
HNWI
33.2%
62
3
Irrevocable Trusts/Estates
10.2%
19
4
Corporations
9.6%
18
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$381Mas of April 7, 2026
Discretionary87.8%
$334M
88% of total RAUM87.8%
Non-discretionary12.2%
$46M
12% of total RAUM12.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$381M
Total Accounts487
10Y AUM Change+$381M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee37:1
10Y Employee Change+3 (+150.0%)
* 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.