Benson Wealth Management, Inc.
Benson Wealth Management, Inc. is an SEC-registered mass-market adviser with $116.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Benson Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318898, data through 2026-05-07.
- AUM (assets under management / regulatory AUM)
- $116.0M (2026-05-07)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 215
- CRD
- 318898
- Ownership
- BENSON, BARRETT, OLIVER
How much AUM does Benson Wealth Management, Inc. have?
Benson Wealth Management, Inc. reported $116.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-07).
Who owns Benson Wealth Management, Inc.?
Disclosed owners and executives of Benson Wealth Management, Inc. include BENSON, BARRETT, OLIVER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.