Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

BENCHMARK FINANCIAL WEALTH ADVISORS LLC

dba BENCHMARK FINANCIAL WEALTH ADVISORS LLC · CRD 287966 · Registered Investment Adviser

BENCHMARK FINANCIAL WEALTH ADVISORS LLC is a Registered Investment Adviser headquartered in BOCA RATON, FL. The firm reports $766,078,294 in regulatory assets under management across 1,067 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$766,078,294
Non-discretionary$0
Total RAUM$766,078,294
Accounts1,067

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 287966. adviserinfo.sec.gov/firm/summary/287966.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.