BENCHMARK PRIVATE WEALTH MANAGEMENT, LLC
CRD #170525 SEC #801-110856 DALLAS, TX 214-474-2190
SEC Registered
Total AUM
$604.4M
Discretionary
$472.7M
Employees
4
Clients
0
Accounts
433
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $604.4M | $472.7M | $131.7M | 4 | 0 |
| Apr 2021 | $304.6M | $202.8M | $101.8M | 4 | 0 |
| Mar 2021 | $304.6M | $202.8M | $101.8M | 4 | 0 |
| Jan 2021 | $264.8M | $183.6M | $81.2M | 2 | 0 |
| Nov 2020 | $264.8M | $183.6M | $81.2M | 2 | 0 |
| Jun 2020 | $264.8M | $183.6M | $81.2M | 2 | 0 |
| Jun 2020 | $264.8M | $183.6M | $81.2M | 2 | 0 |
| Apr 2020 | $264.8M | $183.6M | $81.2M | 2 | 0 |
| Mar 2020 | $264.8M | $183.6M | $81.2M | 2 | 0 |
| Mar 2019 | $199M | $153.2M | $45.8M | 2 | 0 |
| Mar 2018 | $151.7M | $123.4M | $28.3M | 2 | 0 |
| Jun 2017 | $119.1M | $102.7M | $16.4M | 2 | 400 |
DateMar 2022
Total AUM$604.4M
Discretionary$472.7M
Non-Disc.$131.7M
Employees4
Clients0
DateApr 2021
Total AUM$304.6M
Discretionary$202.8M
Non-Disc.$101.8M
Employees4
Clients0
DateMar 2021
Total AUM$304.6M
Discretionary$202.8M
Non-Disc.$101.8M
Employees4
Clients0
DateJan 2021
Total AUM$264.8M
Discretionary$183.6M
Non-Disc.$81.2M
Employees2
Clients0
DateNov 2020
Total AUM$264.8M
Discretionary$183.6M
Non-Disc.$81.2M
Employees2
Clients0
DateJun 2020
Total AUM$264.8M
Discretionary$183.6M
Non-Disc.$81.2M
Employees2
Clients0
DateJun 2020
Total AUM$264.8M
Discretionary$183.6M
Non-Disc.$81.2M
Employees2
Clients0
DateApr 2020
Total AUM$264.8M
Discretionary$183.6M
Non-Disc.$81.2M
Employees2
Clients0
DateMar 2020
Total AUM$264.8M
Discretionary$183.6M
Non-Disc.$81.2M
Employees2
Clients0
DateMar 2019
Total AUM$199M
Discretionary$153.2M
Non-Disc.$45.8M
Employees2
Clients0
DateMar 2018
Total AUM$151.7M
Discretionary$123.4M
Non-Disc.$28.3M
Employees2
Clients0
DateJun 2017
Total AUM$119.1M
Discretionary$102.7M
Non-Disc.$16.4M
Employees2
Clients400