BENTHAM WEALTH ADVISORS

Overview

Bentham Wealth Advisors is an independent, SEC‑registered investment adviser (registered in 2024) organized as a corporation and owned by an individual. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model combines percentage‑of‑AUM billing with fixed fees. Bentham is not positioned as a capital allocator, does not market itself as an active ESG investor, and does not operate as a multi‑state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives