Benchmark Financial, LLC
Benchmark Financial, LLC is an SEC-registered ria in Wilmington, DE with $131.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Benchmark Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297443, SEC 801-131977, data through 2026-01-08.
- AUM (assets under management / regulatory AUM)
- $131.6M (2026-01-08)
- Firm type
- Ria
- Location
- Wilmington, DE
- Employees
- 3
- Clients
- 90
- CRD
- 297443
- Ownership
- WEAVER, JACOB, DORSEY; JAKOTOWICZ, RICHARD, CHRISTOPHER
How much AUM does Benchmark Financial, LLC have?
Benchmark Financial, LLC reported $131.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-08).
Who owns Benchmark Financial, LLC?
Disclosed owners and executives of Benchmark Financial, LLC include WEAVER, JACOB, DORSEY, JAKOTOWICZ, RICHARD, CHRISTOPHER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.