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BENCHMARK WEALTH MANAGEMENT, LLC
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BENCHMARK WEALTH MANAGEMENT, LLC
(CRD# 160192)
is an SEC-Registered Investment Advisor (RIA), headquartered in
Old Lyme, CT.
The SEC approved the firm to operate as an RIA in
Oct 2016.
In
Mar 2018,
the firm reported total Regulatory Assets Under Management (RAUM) of
$247.7 Million,
and has discretion over
89%
of those assets.
Pooled investment vehicles (Private Funds) account for
0%
of RAUM.
Non-US investors represent
0%
.
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BENCHMARK WEALTH MANAGEMENT, LLC
also reported in
Mar 2018:
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4
employees,
with
2
performing advisory functions.
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A total of 2 office locations.
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No registrations with foreign financial regulatory authorities.
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NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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BENCHMARK WEALTH MANAGEMENT, LLC has no disclosure events reported to the SEC at this time.
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BENCHMARK WEALTH MANAGEMENT, LLC has Notice Filings with the following State Securities Authorities:
CT-Oct 2016, FL-Jan 2017, MA-Mar 2018, MI-Mar 2018, NH-Jan 2017
, NJ-Feb 2017, NY-Jan 2017, TX-Jan 2017
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The information presented above was gleaned from the SEC
website and is believed to be accurate.
FindingFraud.org is presenting this data for
informational purposes only and assumes no
responsibility for errors or omissions. Please
note that we are aware of many instances where RIAs
provided erroneous data to the SEC. Feel Free to
contact FindingFraud.org with questions or concerns.
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