Benchmark Wealth Management
Benchmark Wealth Management is an SEC-registered wealth manager in Cincinnati, OH with $179.0M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Benchmark Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298885, SEC 801-130610, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $179.0M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Cincinnati, OH
- Employees
- 6
- Clients
- 76
- CRD
- 298885
- Ownership
- ELTRINGHAM, DAVID, ALLAN; ELTRINGHAM, MATTHEW, David
How much AUM does Benchmark Wealth Management have?
Benchmark Wealth Management reported $179.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Benchmark Wealth Management?
Disclosed owners and executives of Benchmark Wealth Management include ELTRINGHAM, DAVID, ALLAN, ELTRINGHAM, MATTHEW, David. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.