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BENCHMARK WEALTH MANAGEMENT, LLC
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% .  
 
BENCHMARK WEALTH MANAGEMENT, LLC also reported in Mar 2018:
  • 4 employees, with 2 performing advisory functions.
  • A total of 2 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
BENCHMARK WEALTH MANAGEMENT, LLC has no disclosure events reported to the SEC at this time.
 

View BENCHMARK WEALTH MANAGEMENT, LLC's most recent Form ADV filing
 


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

Disclaimer:  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.