Benzina Wealth, LLC
Firm details
- Headquarters
- ,
- CRD number
- 333070
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Fixed Fees
- Client types
- HNWI71.8%
- Individuals28.2%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Benzina Wealth, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses, charging clients via fixed fees. Benzina identifies as an active ESG investor, incorporating environmental, social, or governance considerations into its investment process. It does not position itself as a capital allocator or pension consultant and is not structured as a multi-state adviser.
Assets & Accounts
Public Holdings
Location & Offices
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
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Filip Telibasa
Owner, Chief Compliance OfficerCRD 5695294
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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