Investment adviser · CRD 287966
BENCHMARK FINANCIAL WEALTH ADVISORS LLC
Investment adviser filing (IA)
BOCA RATON, FL, United States · Form ADV filed May 18, 2026
- Regulatory AUM
- $766M Form ADV · Item 5.F
- Client accounts
- 1,067 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 110 | $567,439,410 | 74.1% |
| Individuals | 251 | $187,726,199 | 24.5% |
| Retirement plans | Fewer than 5 | $6,106,229 | 0.8% |
| Corporations & businesses | Fewer than 5 | $3,486,916 | 0.5% |
| Charities | Fewer than 5 | $1,319,540 | 0.2% |
Filing source
Form ADV 2091306 · May 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2351 NW BOCA RATON BLVD., SUITE 100BOCA RATON, FL, 33431, United States
CRD 287966
Filing source
Form ADV 2091306 · May 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.