BENCHMARK WEALTH MANAGEMENT, LLC
CRD #160192 SEC #801-108489 OLD LYME, CT (860) 434-6890
SEC Registered
Total AUM
$430M
Discretionary
$405.9M
Employees
4
Clients
251
Accounts
767
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $430M | $405.9M | $24.1M | 4 | 0 |
| Mar 2025 | $430M | $405.9M | $24.1M | 4 | 0 |
| Sep 2024 | $362.1M | $346.8M | $15.3M | 4 | 0 |
| Jun 2024 | $362.1M | $346.8M | $15.3M | 4 | 0 |
| Mar 2024 | $362.1M | $346.8M | $15.3M | 4 | 0 |
| Oct 2023 | $340.7M | $298.6M | $42.1M | 4 | 0 |
| Apr 2023 | $340.7M | $298.6M | $42.1M | 4 | 0 |
| Mar 2023 | $340.7M | $298.6M | $42.1M | 4 | 0 |
| Mar 2022 | $354.8M | $301.4M | $53.5M | 4 | 0 |
| Mar 2022 | $354.8M | $301.4M | $53.5M | 4 | 0 |
| Mar 2021 | $308.5M | $262.3M | $46.2M | 4 | 0 |
| Jan 2021 | $324.4M | $281.1M | $43.4M | 4 | 0 |
| Jun 2020 | $324.4M | $281.1M | $43.4M | 4 | 0 |
| Mar 2020 | $324.4M | $281.1M | $43.4M | 4 | 0 |
| Mar 2019 | $256.6M | $220.2M | $36.4M | 4 | 0 |
| Mar 2018 | $247.7M | $221M | $26.7M | 4 | 0 |
| Oct 2017 | $210.5M | $185.3M | $25.2M | 3 | 0 |
| Jan 2017 | $151.5M | $151.5M | $0 | 3 | 131 |
| Nov 2016 | $0 | $0 | $0 | 3 | 0 |
| Sep 2016 | $0 | $0 | $0 | 3 | 0 |
DateAug 2025
Total AUM$430M
Discretionary$405.9M
Non-Disc.$24.1M
Employees4
Clients0
DateMar 2025
Total AUM$430M
Discretionary$405.9M
Non-Disc.$24.1M
Employees4
Clients0
DateSep 2024
Total AUM$362.1M
Discretionary$346.8M
Non-Disc.$15.3M
Employees4
Clients0
DateJun 2024
Total AUM$362.1M
Discretionary$346.8M
Non-Disc.$15.3M
Employees4
Clients0
DateMar 2024
Total AUM$362.1M
Discretionary$346.8M
Non-Disc.$15.3M
Employees4
Clients0
DateOct 2023
Total AUM$340.7M
Discretionary$298.6M
Non-Disc.$42.1M
Employees4
Clients0
DateApr 2023
Total AUM$340.7M
Discretionary$298.6M
Non-Disc.$42.1M
Employees4
Clients0
DateMar 2023
Total AUM$340.7M
Discretionary$298.6M
Non-Disc.$42.1M
Employees4
Clients0
DateMar 2022
Total AUM$354.8M
Discretionary$301.4M
Non-Disc.$53.5M
Employees4
Clients0
DateMar 2022
Total AUM$354.8M
Discretionary$301.4M
Non-Disc.$53.5M
Employees4
Clients0
DateMar 2021
Total AUM$308.5M
Discretionary$262.3M
Non-Disc.$46.2M
Employees4
Clients0
DateJan 2021
Total AUM$324.4M
Discretionary$281.1M
Non-Disc.$43.4M
Employees4
Clients0
DateJun 2020
Total AUM$324.4M
Discretionary$281.1M
Non-Disc.$43.4M
Employees4
Clients0
DateMar 2020
Total AUM$324.4M
Discretionary$281.1M
Non-Disc.$43.4M
Employees4
Clients0
DateMar 2019
Total AUM$256.6M
Discretionary$220.2M
Non-Disc.$36.4M
Employees4
Clients0
DateMar 2018
Total AUM$247.7M
Discretionary$221M
Non-Disc.$26.7M
Employees4
Clients0
DateOct 2017
Total AUM$210.5M
Discretionary$185.3M
Non-Disc.$25.2M
Employees3
Clients0
DateJan 2017
Total AUM$151.5M
Discretionary$151.5M
Non-Disc.$0
Employees3
Clients131
DateNov 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0