WEALTH BENEFIT ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$380,870,591
Discretionary
$334,459,892
Non-discretionary
$46,410,699
Firm details
- CRD number
- 319324
- SEC file number
- 801-123705
- Main office
- HOUSTON, TX, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTPS://WEALTHBENEFIT.COM
- Fee structure
-
Percentage of AUM
As of October 2026.