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BENSON WEALTH MANAGEMENT, INC.
CRD 318898 · SEC 801-135748
Corporate platformCorporation
Large incorporated asset manager or corporate group — typically not a local adviser team.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$116.0M
Discretionary AUM
$116.0M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-07
Disciplinary history
Yes
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 200 | $76.0M |
| High net worth individuals | 15 | $40.0M |
States served
CA, TN
All web addresses on file
Official SEC filing: View on IAPD