Benowitz Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 331545
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Benowitz Wealth Management is a small, LLC-structured advisory practice that provides fee-based wealth services to individuals and small businesses. The firm charges a percentage of assets under management and offers financial planning, discretionary portfolio management, and educational seminars or workshops. It does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator; ownership is listed as individual. Services emphasize traditional advisory work rather than institutional consulting.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds47%
- Exchange Traded Equities45%
- Non-Exchange Traded Equities8%
Contacts
1 of 1
Derrick Johnson
Investment Advisor RepresentativeCRD 7711020
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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