Wealth Benefit Advisors, LLC
Wealth Benefit Advisors, LLC is an SEC-registered wealth manager in Houston, TX with $380.9M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Wealth Benefit Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 319324, SEC 801-123705, data through 2026-04-07.
- AUM (assets under management / regulatory AUM)
- $380.9M (2026-04-07)
- Firm type
- Wealth Manager
- Location
- Houston, TX
- Employees
- 5
- Clients
- 187
- CRD
- 319324
- Ownership
- Herreira, Dianne, Luana; IDREES, FRANK
How much AUM does Wealth Benefit Advisors, LLC have?
Wealth Benefit Advisors, LLC reported $380.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-07).
Who owns Wealth Benefit Advisors, LLC?
Disclosed owners and executives of Wealth Benefit Advisors, LLC include Herreira, Dianne, Luana, IDREES, FRANK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.