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Wealth Benefit Advisors

Also known as wealth benefit

Wealth ManagerHouston, United StatesFounded 1990

Houston

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About Wealth Benefit Advisors

Independent Wealth Consulting

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Wealth Benefit Advisors from SEC and IRS filings.

SEC Form ADV

Verified

Reported AUM: $380.9M
Total Clients: 487
Filing Date: April 7, 2026

Source: SEC IAPD / Form ADV Original filing Full filing details →

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Recent Filings

Public filings matched to Wealth Benefit Advisors across SEC, IRS, DOL and international registers — newest first.

FORM ADV

WEALTH BENEFIT ADVISORS, LLC

Apr 7, 2026

$380.9M

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Wealth Benefit Advisors?

Wealth Benefit Advisors is a wealth manager based in Houston, United States.

Where is Wealth Benefit Advisors headquartered?

Wealth Benefit Advisors is headquartered in Houston, United States.

When was Wealth Benefit Advisors founded?

Wealth Benefit Advisors was founded in 1990.

How can I contact Wealth Benefit Advisors?

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