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
- Individuals65.52%
- HNWI34.48%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Benson Wealth Management, Inc. is a corporation that provides fee-based portfolio management primarily for individual and family clients and small businesses. The firm is owned by an individual and is registered with the SEC as of 2026. Its advisory model charges a percentage of assets under management and the firm reports no active ESG investing program. Benson does not position itself as a capital allocator or pension consultant; its stated advisory activity centers on discretionary portfolio management for private clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Contacts
2 of 2
Giovanni Reed
Investment Advisor RepresentativeCRD 8087517
Barrett Benson
President, Wealth ManagerCRD 4013223
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 159Active vs passive
$63.8M in ETFs
64%
$40.9M
29%
$22.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $5.8M | 10,125 | 9.16% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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