BENCHMARK WEALTH MANAGEMENT, LLC

Latest filing: Mar 25, 2025 (99 days ago)
View on IAPD
Adviser Website

AUM

$429,993,946
19% change vs. 1 year ago
21% change vs. 3 years ago
33% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

4
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

OLD LYME, CT
83 HALLS ROAD, OLD LYME, CT, UNITED STATES, 6371

Client AUM

Discretion AUM
Discretionary $0.4
Non-Discretionary $0.0
Total $0.4
Client AUM
Retail $0.4
Pooled $0.0
Institutional $0.1
Total $0.4
Retail Accounts AUM
Individual 169 $0.1
Average Individual AUM $311,205
HNW 101 $0.3
Average HNW AUM $3,146,579
Retail Total 270 $0.4
Average Retail AUM $1,371,845

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
CHARLES SCHWAB & CO., INC. SAN FRANCISCO-CA-USA $0.3

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.4
Retail SMA AUM $0.4
Institutional SMA AUM $0.1
Asset Class % AUM
Equity Exch 53% $0.2
Equity Non-Exch 0% $0.0
Govt Agency 1% $0.0
Municipal 1% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 34% $0.1
Other Pools 0% $0.0
Cash 11% $0.0
Other 0% $0.0
Total 100% $0.4

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

2 active

Name Title
BRITT, THOMAS, JOSEPH PARTNER AND CHIEF COMPLIANCE OFFICER
STOUT, RICHARD, W PARTNER AND MANAGING MEMBER

ADVDB.CO • SOURCE: SEC

Representatives

2 active representatives found

Name City State Exams Designations
THOMAS BRITT OLD LYME CT S66|2000-07-18 CERTIFIED FINANCIAL PLANNER
RICHARD STOUT OLD LYME CT S66|2000-03-27

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-06-02 $0.4 $0.0 0% 4 0 0%
2025-04-21 $0.4 $0.0 0% 4 0 0%
2024-04-02 $0.4 $0.1 19% 4 0 0%
2023-04-04 $0.3 $0.1 26% 4 0 0%
2022-04-01 $0.4 $0.1 21% 4 0 0%
2021-04-05 $0.3 $0.1 39% 4 0 0%
2020-04-01 $0.3 $0.1 33% 4 0 0%
2019-04-01 $0.3 $0.2 68% 4 0 0%
2018-04-02 $0.2 $0.2 74% 4 0 0%
2017-04-01 $0.2 $0.3 184% 3 1 33%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
CT, CT-10/26/2016, FL-01/23/2017, MA-03/16/2018, ME-06/18/2024, MI-03/16/2018, NH-01/23/2017, NJ-02/08/2017, NY-01/23/2017, RI-04/20/2023, TX-01/23/2017
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
OTHER ACTIVITIES
REP BROKER DEALER
INSURANCE AGENT

ADVDB.CO • SOURCE: SEC FORM ADV