RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Connecticut
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 19, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BRITT, THOMAS, JOSEPHIPARTNER AND CHIEF COMPLIANCE OFFICERNA Control
BRITT, THOMAS, JOSEPHIPARTNER AND CHIEF COMPLIANCE OFFICERNA Control
BRITT, THOMAS, JOSEPHIPARTNER AND CHIEF COMPLIANCE OFFICERNA Control
STOUT, RICHARD, WIPARTNER AND MANAGING MEMBERNA Control
STOUT, RICHARD, WIPARTNER AND MANAGING MEMBERNA Control
STOUT, RICHARD, WIPARTNER AND MANAGING MEMBERNA Control
MERCER GLOBAL ADVISORS INC.DEPARENT COMPANYE Control
MERCER GLOBAL ADVISORS INC.DEPARENT COMPANYE Control
MERCER GLOBAL ADVISORS INC.DEPARENT COMPANYE Control
BRITT, THOMAS, JOSEPHIPARTNER, CHIEF COMPLIANCE OFFICERD Control
BRITT, THOMAS, JOSEPHIPARTNER, CHIEF COMPLIANCE OFFICERD Control
BRITT, THOMAS, JOSEPHIPARTNER, CHIEF COMPLIANCE OFFICERD Control
BRITT, THOMAS, JOSEPHIPARTNER, CHIEF COMPLIANCE OFFICERD Control
BRITT, THOMAS, JOSEPHIPARTNER, CHIEF COMPLIANCE OFFICERD Control
BRITT, THOMAS, JOSEPHIPARTNER, CHIEF COMPLIANCE OFFICERD Control
BRITT, THOMAS, JOSEPHIPARTNER, CHIEF COMPLIANCE OFFICERD Control
BRITT, THOMAS, JOSEPHIPARTNER, CHIEF COMPLIANCE OFFICERD Control
BRITT, THOMAS, JOSEPHIPARTNER, CHIEF COMPLIANCE OFFICERD Control
STOUT, RICHARD, WIPARTNER, MANAGING MEMBERD Control
STOUT, RICHARD, WIPARTNER, MANAGING MEMBERD Control
STOUT, RICHARD, WIPARTNER, MANAGING MEMBERD Control
STOUT, RICHARD, WIPARTNER, MANAGING MEMBERD Control
STOUT, RICHARD, WIPARTNER, MANAGING MEMBERD Control
STOUT, RICHARD, WIPARTNER, MANAGING MEMBERD Control
STOUT, RICHARD, WIPARTNER, MANAGING MEMBERD Control
STOUT, RICHARD, WIPARTNER, MANAGING MEMBERD Control
STOUT, RICHARD, WIPARTNER, MANAGING MEMBERD Control
STOUT, RICHARD, WIPARTNER, MANAGING MEMBERD Control
STOUT, RICHARD, WIPARTNER, MANAGING MEMBERD Control
STOUT, RICHARD, WIPARTNER, MANAGING MEMBERD Control
STOUT, RICHARD, WIPARTNER, MANAGING MEMBERD Control
STOUT, RICHARD, WIPARTNER, MANAGING MEMBERD Control
STOUT, RICHARD, WIPARTNER, MANAGING MEMBERD Control
STOUT, RICHARD, WIPARTNER AND MANAGING MEMBERD Control
STOUT, RICHARD, WIPARTNER AND MANAGING MEMBERD Control
BRITT, THOMAS, JOSEPHIPARTNER, CHIEF COMPLIANCE OFFICERC Control
BRITT, THOMAS, JOSEPHIPARTNER, CHIEF COMPLIANCE OFFICERC Control
BRITT, THOMAS, JOSEPHIPARTNER, CHIEF COMPLIANCE OFFICERC Control
BRITT, THOMAS, JOSEPHIPARTNER, CHIEF COMPLIANCE OFFICERC Control
BRITT, THOMAS, JOSEPHIPARTNER, CHIEF COMPLIANCE OFFICERC Control
BRITT, THOMAS, JOSEPHIPARTNER, CHIEF COMPLIANCE OFFICERC Control
BRITT, THOMAS, JOSEPHIPARTNER AND CHIEF COMPLIANCE OFFICERC Control
BRITT, THOMAS, JOSEPHIPARTNER AND CHIEF COMPLIANCE OFFICERC Control

Registrations

Federal

IA
Aug 19, 2025 REGISTERED

Notice Filings (10)

CT FL MA ME MI NH NJ NY RI TX

Address

83 HALLS ROAD
SUITE 201
OLD LYME, CT 06371
United States
Phone: (860) 434-6890