Bentham Wealth Advisors
Bentham Wealth Advisors is an SEC-registered mass-market adviser in Williamsville, NY with $110.1M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Bentham Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332035, SEC 801-130680, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $110.1M (2026-03-09)
- Firm type
- Mass-Market Adviser
- Location
- Williamsville, NY
- Employees
- 2
- Clients
- 218
- CRD
- 332035
- Ownership
- WITTER, STEVEN, DONALD; HARRIS, GEORGE, PETER
How much AUM does Bentham Wealth Advisors have?
Bentham Wealth Advisors reported $110.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Bentham Wealth Advisors?
Disclosed owners and executives of Bentham Wealth Advisors include WITTER, STEVEN, DONALD, HARRIS, GEORGE, PETER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.