SEC Form ADV

WEALTH BENEFIT ADVISORS, LLC

Firm profile: Wealth Benefit Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserTX

$380.9M

Assets Under Management

487

Total Clients

Employees

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Registration Details

Accession: CRD-319324
Location: HOUSTON, TX
Filing Date: April 7, 2026
AUM: $380.9M
Total Clients: 487
Employees: 5
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporationsOther

About this Adviser

WEALTH BENEFIT ADVISORS, LLC is a registered investment adviser headquartered in HOUSTON, TX, managing approximately $380.9M in assets across 487 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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