WEALTH BENEFIT ADVISORS, LLC

RIASEC RegisteredEst. 2022

Total AUM

$381M

Discretionary

$334M

88% of AUM

Avg account

$782K

Accounts

487

Employees

5

Advisory reps

3

Firm details

Headquarters: HOUSTON, Texas
CRD number: 319324
Registered since: April 14, 2022
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM
Client types: HNWI64.66%
Corporations / Businesses21.35%
Individuals8.07%
Other5.74%
Charitable Organizations0.18%
Services: Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Wealth Benefit Advisors, LLC is an SEC-registered investment adviser (registered in 2022) organized as an LLC and owned by an individual. The firm charges fees as a percentage of assets under management and serves both individual and family clients as well as institutional clients. Its advisory services emphasize portfolio management for individuals and small businesses and include pension consulting services. The firm does not identify as an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds33%
Cash & Cash Equivalents31%
Exchange Traded Equities30%
Non-Investment Grade Corp Bonds4%
State & Local Bonds2%

Owners & executives

2 of 2

Dianne Herreira
Chief Compliance Officer, Director Of Client ServiceCRD 7384701
FRANK IDREES
COOCRD 2115734

Contacts

1 of 1

SEAN BATES
Director of Portfolio StrategyCRD 6205175

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area: Houston-The Woodlands, TX
Region: South
County: HARRIS
Address: 1225 North Loop W
Time zone: CT (UTC-6)
Office locations

Similar firms

FORTITER WEALTH MANAGEMENT, LLC

HOUSTON, TX

AUM $380MTEAM 4REPS 3

POST OAK PRIVATE WEALTH ADVISORS

HOUSTON, TX

AUM $391MTEAM 7REPS 7

JUNIPER CAPITAL INVESTMENT MANAGEMENT, L.P.

HOUSTON, TX

AUM $371MTEAM 13REPS 5

KA CREDIT ADVISORS II, LLC

HOUSTON, TX

AUM $395MTEAM 64REPS 6

CAMDEN WEALTH ADVISORS LLC

HOUSTON, TX

AUM $366MTEAM 6REPS 5

ROG IX, LLC

HOUSTON, TX

AUM $401MTEAM 43REPS 3

More RIAs in HOUSTON →All Texas RIAs →