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BENCHMARK WEALTH MANAGEMENT, LLC
83 Halls Road
Suite 201
Old Lyme, Connecticut 06371
Tel: (860) 434-6890
About BENCHMARK WEALTH MANAGEMENT, LLC
BENCHMARK WEALTH MANAGEMENT, LLC, formally registered with the SEC as BENCHMARK WEALTH MANAGEMENT, LLC. The firm was established in 10/26/2016. They have over 2 offices throughout the country.
BENCHMARK WEALTH MANAGEMENT, LLC is a Old Lyme, Connecticut based Financial Planning firm with nearly $362,068,172 assets under management, offering retirement planning & investment advisory services to 770 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 160192 |
| SEC# | 801-108489 |
| Assets Managed by Firm | $362,068,172 |
| No. of Clients | 770 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 770 | $362,068,172 |
| Individuals (other than high net worth individuals) | 176 | $54,445,438 |
| High net worth individuals | 96 | $259,435,428 |
| Pension and profit sharing plans | 5 | $15,289,337 |
| Charitable organizations | 5 | $15,028,304 |
| Corporations or other businesses | 6 | $17,869,665 |
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