BENCHMARK WEALTH MANAGEMENT

Overview

Benchmark Wealth Management is an independent, owner-operated RIA organized as a limited liability company and registered with the SEC in 2024. The firm focuses on individual and family clients, providing financial planning and portfolio management services for individuals and small businesses. Its stated fee model blends percentage-of-AUM billing with fixed fees, and it manages client relationships predominantly on a discretionary basis. Investment activity leans toward equities as the core allocation, with a clear preference for exchange-traded equities and ETFs as the primary building blocks of client portfolios. Benchmark supplements its public market exposure with an allocation to third-party alternative managers across hedge funds, private placements, real estate, commodities and oil & gas, and also uses mutual funds as part of portfolio construction. The firm is not an active ESG investor and operates as a single-state adviser rather than a multi-state RIA.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices