Adviser Profile

As of Date 05/07/2026
Registration SEC, Approved, 04/03/2026
Other registrations (4)
Former registrations

BENSON WEALTH MANAGEMENT, INC.

Contact Info (53 xxxxxxx
Websites
AUM* 116,000,000
of that, discretionary 116,000,000
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 412,811
% High Net Worth 6.98%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

116M 99M 83M 66M 50M 33M 17M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees