Benowitz Wealth Management

Overview

Benowitz Wealth Management is organized as a limited liability company and appears to operate as a small, owner-managed advisory practice. The firm charges clients on a percentage-of-assets-under-advisement basis and focuses on financial planning, discretionary portfolio management for individuals and small businesses, and running educational seminars or workshops. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives