Benson Wealth Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 318898
- Registered since
- April 3, 2026
- Website
- www.bensonwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI58.31%
- Individuals41.69%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Benson Wealth Management, Inc. is an SEC-registered advisory firm (registered in 2026) that manages portfolios for individuals, families and small businesses. The firm operates on a percentage-of-AUM fee model and is owned by an individual. Its advisory activity is focused on discretionary portfolio management for private clients rather than institutional pension consulting or multi-state advisory programs. According to filings, the firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Exchange Traded Equities30%
- State & Local Bonds5%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 167Active vs passive
$97.3M in ETFs
74%
$71.9M
18%
$25.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $13.1M | 17,725 | 13.41% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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