Wealth Benefit Advisors, LLC (hereinafter called “WBA”) is a Registered Investment Adviser based in Houston, Texas, and incorporated under the laws of the State of Texas. WBA is wholly owned by Frank Idrees. WBA is registered with the SEC and subject to the rules and regulations of the US Advisers Act. Founded in April 2022, WBA provides investment advisory services, which may include, but are not limited to, the review of client investment objectives and goals, recommending asset allocation strategies of managed assets among investment products such as cash, stocks, mutual funds and bonds, annuities, and/or preparing written investment strategies. Our investment advice is tailored to meet our clients’ needs and investment objectives. Clients may impose restrictions on investing in certain securities or types of securities (such as a product type, specific companies, specific sectors, etc.) by providing a signed and dated written notification, of which an e-mail is also an acceptable form of notification. WBA provides investment advisory and other financial services through its Investment Advisory Representatives ("IAR") to accounts opened with WBA. Managed Accounts are available to individuals and high net worth individuals. WBA provides discretionary and non-discretionary investment advisory services to some of its clients through various managed account programs. WBA will assist clients in determining the suitability of the Managed Account Programs for the client. The IAR is compensated through a comprehensive single fee and the account may be assessed other charges associated with conducting a brokerage business. WBA and its IAR, as appropriate, will be responsible for the following:
• Performing due diligence
• Recommending

strategic asset and style allocations
• Providing research on investment product options, as needed
• Providing client risk profile questionnaire
• Obtaining investment advisory contract from client with required financial, risk tolerance, suitability and investment vehicle selection information for each new account
• Performing client suitability check on account documentation, review the investment objectives and evaluate the investment vehicle selections
• Providing Firm Brochure (this document) Company-Sponsored Retirement Plan Consulting Services WBA provides company-sponsored retirement plan consulting services (hereinafter called “retirement plan consulting services” or “401(k) plan advising”). These services may include plan design, investment lineup selection and monitoring, plan administration support, education, co-fiduciary support, and benchmarking. We will meet with the client to discuss the major plan goals, identify key employees, evaluate employer contribution options, and analyze income tax considerations. WBA will assist with the development of an appropriate investment strategy that reflects the plan sponsor’s stated investment objectives for management of the plan. WBA will design an investment lineup that meets the plan sponsor’s goals and objectives and will monitor the investments for potential changes. As a 3(21) fiduciary adviser WBA will not have discretionary authority, therefore, final decisions relative to portfolio construction and changes will rest solely with the plan sponsors. As of January 3, 2024, the firm has the following assets under management: Discretionary AUM of $236,044,172 and Non-Discretionary AUM of $25,927,498. Form ADV, Part 2A, Item 5