Benowitz Wealth Management

Overview

Benowitz Wealth Management is organized as an LLC and operates as a small, fee-based advisory practice that charges a percentage of assets under management. The firm’s stated advisory activities focus on financial planning, discretionary portfolio management for individuals and small businesses, and running educational seminars or workshops. It is not marked as an active ESG investor, does not present itself as a capital allocator or pension consultant, and is not registered as a multi-state adviser in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives