WILLIAMSVILLE, NYCRD 332035Latest ADV March 9, 2026
Bentham Wealth Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Williamsville, NY. Its latest Form ADV filing, dated March 9, 2026, reports $110M in regulatory assets under management, 2 employees, and 552 accounts.
Assets Under Management
$110M
Employees
2
Offices
--
Total Clients
218
Primary office
WILLIAMSVILLE, NY
300 INTERNATIONAL DR, SUITE 100, WILLIAMSVILLE, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.4% of total clients.
Top client categories% of clientsClients
1
Individuals
89.4%
195
2
HNWI
10.6%
23
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$110Mas of March 9, 2026
Discretionary100.0%
$110M
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$110M
Total Accounts552
10Y AUM Change+$110M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee109:1
10Y Employee Change0 (0.0%)
* 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.