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WEALTH BENEFIT ADVISORS, LLC
1225 North Loop West
Suite 815
Houston, Texas 77008
Tel: 713-980-9100
About WEALTH BENEFIT ADVISORS, LLC
WEALTH BENEFIT ADVISORS, LLC, formally registered with the SEC as WEALTH BENEFIT ADVISORS, LLC. The firm was established in 04/14/2022. They have over 1 offices throughout the country.
WEALTH BENEFIT ADVISORS, LLC is a Houston, Texas based Financial Planning firm with nearly $261,971,670 assets under management, offering retirement planning & investment advisory services to 432 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 319324 |
| SEC# | 801-123705 |
| Assets Managed by Firm | $261,971,670 |
| No. of Clients | 432 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 432 | $261,971,670 |
| Individuals (other than high net worth individuals) | 89 | $33,349,388 |
| High net worth individuals | 43 | $139,327,207 |
| Pension and profit sharing plans | 2 | $1,817,371 |
| Corporations or other businesses | 15 | $81,457,460 |
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