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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2022
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BELL, RAWLES, FULGHAM | I | CCO | NA | |
| BELL, RAWLES, FULGHAM | I | CCO | NA | |
| BELL, RAWLES, FULGHAM | I | CCO | NA | |
| BELL, RAWLES, FULGHAM | I | CCO | NA | |
| BELL, RAWLES, FULGHAM | I | CCO | NA | |
| BELL, RAWLES, FULGHAM | I | CCO | NA | |
| BELL, RAWLES, FULGHAM | I | CCO | NA | |
| BELL, RAWLES, FULGHAM | I | CCO | NA | |
| BELL, RAWLES, FULGHAM | I | CCO | NA | |
| BELL, RAWLES, FULGHAM | I | CCO | NA | |
| BELL, RAWLES, FULGHAM | I | CCO | NA | |
| BELL, RAWLES, FULGHAM | I | CCO | NA | |
| MCCULLOUGH, WAYNE, CORNELIUS | I | MANAGING DIRECTOR | NA | Control |
| MCCULLOUGH, WAYNE, CORNELIUS | I | MANAGING DIRECTOR | NA | Control |
| MCCULLOUGH, WAYNE, CORNELIUS | I | MANAGING DIRECTOR | NA | Control |
| MCCULLOUGH, WAYNE, CORNELIUS | I | MANAGING DIRECTOR | NA | Control |
| MCCULLOUGH, WAYNE, CORNELIUS | I | MANAGING DIRECTOR | NA | Control |
| MCCULLOUGH, WAYNE, CORNELIUS | I | MANAGING DIRECTOR | NA | Control |
| MCCULLOUGH, WAYNE, CORNELIUS | I | MANAGING DIRECTOR | NA | Control |
| MCCULLOUGH, WAYNE, CORNELIUS | I | MANAGING DIRECTOR | NA | Control |
| MCCULLOUGH, WAYNE, CORNELIUS | I | MANAGING DIRECTOR | NA | Control |
| MCCULLOUGH, WAYNE, CORNELIUS | I | MANAGING DIRECTOR | NA | Control |
| MCCULLOUGH, WAYNE, CORNELIUS | I | MANAGING DIRECTOR | NA | Control |
| MCCULLOUGH, WAYNE, CORNELIUS | I | MANAGING DIRECTOR | NA | Control |
| BENCHMARK BANK | DE | SOLE MEMBER | E | Control |
| BENCHMARK BANK | DE | SOLE MEMBER | E | Control |
| BENCHMARK BANK | DE | SOLE MEMBER | E | Control |
| BENCHMARK BANK | DE | SOLE MEMBER | E | Control |
| BENCHMARK BANK | DE | SOLE MEMBER | E | Control |
| BENCHMARK BANK | DE | SOLE MEMBER | E | Control |
| BENCHMARK BANK | DE | SOLE MEMBER | E | Control |
| BENCHMARK BANK | DE | SOLE MEMBER | E | Control |
| BENCHMARK BANK | DE | SOLE MEMBER | E | Control |
| BENCHMARK BANK | DE | SOLE MEMBER | E | Control |
| BENCHMARK BANK | DE | SOLE MEMBER | E | Control |
| BENCHMARK BANK | DE | SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BARNETT, MICHAEL, CLARDY | I | MEGAN BARNETT FILGO 2005 TRUST | F | Control |
| BARNETT, MICHAEL, CLARDY | I | MICHAEL CLARDY BARNETT 2005 TRUST | F | Control |
| BARNETT, MICHAEL, CLARDY | I | MEGAN BARNETT FILGO 2005 TRUST | F | Control |
| BARNETT, MICHAEL, CLARDY | I | MICHAEL CLARDY BARNETT 2005 TRUST | F | Control |
| BARNETT, MICHAEL, CLARDY | I | MEGAN BARNETT FILGO 2005 TRUST | F | Control |
| BARNETT, MICHAEL, CLARDY | I | MICHAEL CLARDY BARNETT 2005 TRUST | F | Control |
| BARNETT, MICHAEL, CLARDY | I | MEGAN BARNETT FILGO 2005 TRUST | F | Control |
| BARNETT, MICHAEL, CLARDY | I | MICHAEL CLARDY BARNETT 2005 TRUST | F | Control |
| BARNETT, MICHAEL, CLARDY | I | MEGAN BARNETT FILGO 2005 TRUST | F | Control |
| BARNETT, MICHAEL, CLARDY | I | MICHAEL CLARDY BARNETT 2005 TRUST | F | Control |
| BARNETT, MICHAEL, CLARDY | I | MEGAN BARNETT FILGO 2005 TRUST | F | Control |
| BARNETT, MICHAEL, CLARDY | I | MICHAEL CLARDY BARNETT 2005 TRUST | F | Control |
| BARNETT, MICHAEL, CLARDY | I | MEGAN BARNETT FILGO 2005 TRUST | F | Control |
| BARNETT, MICHAEL, CLARDY | I | MICHAEL CLARDY BARNETT 2005 TRUST | F | Control |
| BARNETT, MICHAEL, CLARDY | I | MEGAN BARNETT FILGO 2005 TRUST | F | Control |
| BARNETT, MICHAEL, CLARDY | I | MICHAEL CLARDY BARNETT 2005 TRUST | F | Control |
| BARNETT, MICHAEL, CLARDY | I | MEGAN BARNETT FILGO 2005 TRUST | F | Control |
| BARNETT, MICHAEL, CLARDY | I | MICHAEL CLARDY BARNETT 2005 TRUST | F | Control |
| BARNETT, MICHAEL, CLARDY | I | MEGAN BARNETT FILGO 2005 TRUST | F | Control |
| BARNETT, MICHAEL, CLARDY | I | MICHAEL CLARDY BARNETT 2005 TRUST | F | Control |
| BARNETT, MICHAEL, CLARDY | I | MEGAN BARNETT FILGO 2005 TRUST | F | Control |
| BARNETT, MICHAEL, CLARDY | I | MICHAEL CLARDY BARNETT 2005 TRUST | F | Control |
| BARNETT, MICHAEL, CLARDY | I | MEGAN BARNETT FILGO 2005 TRUST | F | Control |
| BARNETT, MICHAEL, CLARDY | I | MICHAEL CLARDY BARNETT 2005 TRUST | F | Control |
| FILGO, MEGAN, BARNETT | I | MEGAN BARNETT FILGO 2005 TRUST | F | Control |
| FILGO, MEGAN, BARNETT | I | MICHAEL CLARDY BARNETT 2005 TRUST | F | Control |
| FILGO, MEGAN, BARNETT | I | MEGAN BARNETT FILGO 2005 TRUST | F | Control |
| FILGO, MEGAN, BARNETT | I | MICHAEL CLARDY BARNETT 2005 TRUST | F | Control |
| FILGO, MEGAN, BARNETT | I | MEGAN BARNETT FILGO 2005 TRUST | F | Control |
| FILGO, MEGAN, BARNETT | I | MICHAEL CLARDY BARNETT 2005 TRUST | F | Control |
| FILGO, MEGAN, BARNETT | I | MEGAN BARNETT FILGO 2005 TRUST | F | Control |
| FILGO, MEGAN, BARNETT | I | MICHAEL CLARDY BARNETT 2005 TRUST | F | Control |
| FILGO, MEGAN, BARNETT | I | MEGAN BARNETT FILGO 2005 TRUST | F | Control |
| FILGO, MEGAN, BARNETT | I | MICHAEL CLARDY BARNETT 2005 TRUST | F | Control |
| FILGO, MEGAN, BARNETT | I | MEGAN BARNETT FILGO 2005 TRUST | F | Control |
| FILGO, MEGAN, BARNETT | I | MICHAEL CLARDY BARNETT 2005 TRUST | F | Control |
| FILGO, MEGAN, BARNETT | I | MEGAN BARNETT FILGO 2005 TRUST | F | Control |
| FILGO, MEGAN, BARNETT | I | MICHAEL CLARDY BARNETT 2005 TRUST | F | Control |
| FILGO, MEGAN, BARNETT | I | MEGAN BARNETT FILGO 2005 TRUST | F | Control |
| FILGO, MEGAN, BARNETT | I | MICHAEL CLARDY BARNETT 2005 TRUST | F | Control |
| FILGO, MEGAN, BARNETT | I | MEGAN BARNETT FILGO 2005 TRUST | F | Control |
| FILGO, MEGAN, BARNETT | I | MICHAEL CLARDY BARNETT 2005 TRUST | F | Control |
| FILGO, MEGAN, BARNETT | I | MEGAN BARNETT FILGO 2005 TRUST | F | Control |
| FILGO, MEGAN, BARNETT | I | MICHAEL CLARDY BARNETT 2005 TRUST | F | Control |
| FILGO, MEGAN, BARNETT | I | MEGAN BARNETT FILGO 2005 TRUST | F | Control |
| FILGO, MEGAN, BARNETT | I | MICHAEL CLARDY BARNETT 2005 TRUST | F | Control |
| FILGO, MEGAN, BARNETT | I | MEGAN BARNETT FILGO 2005 TRUST | F | Control |
| FILGO, MEGAN, BARNETT | I | MICHAEL CLARDY BARNETT 2005 TRUST | F | Control |
| QUINLAN BANCSHARES, INC | DE | BENCHMARK BANK | E | Control |
| QUINLAN BANCSHARES, INC | DE | BENCHMARK BANK | E | Control |
| QUINLAN BANCSHARES, INC | DE | BENCHMARK BANK | E | Control |
| QUINLAN BANCSHARES, INC | DE | BENCHMARK BANK | E | Control |
| QUINLAN BANCSHARES, INC | DE | BENCHMARK BANK | E | Control |
| QUINLAN BANCSHARES, INC | DE | BENCHMARK BANK | E | Control |
| QUINLAN BANCSHARES, INC | DE | BENCHMARK BANK | E | Control |
| QUINLAN BANCSHARES, INC | DE | BENCHMARK BANK | E | Control |
| QUINLAN BANCSHARES, INC | DE | BENCHMARK BANK | E | Control |
| QUINLAN BANCSHARES, INC | DE | BENCHMARK BANK | E | Control |
| QUINLAN BANCSHARES, INC | DE | BENCHMARK BANK | E | Control |
| QUINLAN BANCSHARES, INC | DE | BENCHMARK BANK | E | Control |
| BARNETT, MICHAEL | I | QUINLAN BANCSHARES, INC | C | Control |
| BARNETT, MICHAEL | I | QUINLAN BANCSHARES, INC | C | Control |
| BARNETT, MICHAEL | I | QUINLAN BANCSHARES, INC | C | Control |
| BARNETT, MICHAEL | I | QUINLAN BANCSHARES, INC | C | Control |
| BARNETT, MICHAEL | I | QUINLAN BANCSHARES, INC | C | Control |
| BARNETT, MICHAEL | I | QUINLAN BANCSHARES, INC | C | Control |
| BARNETT, MICHAEL | I | QUINLAN BANCSHARES, INC | C | Control |
| BARNETT, MICHAEL | I | QUINLAN BANCSHARES, INC | C | Control |
| BARNETT, MICHAEL | I | QUINLAN BANCSHARES, INC | C | Control |
| BARNETT, MICHAEL | I | QUINLAN BANCSHARES, INC | C | Control |
| BARNETT, MICHAEL | I | QUINLAN BANCSHARES, INC | C | Control |
| BARNETT, MICHAEL | I | QUINLAN BANCSHARES, INC | C | Control |
| MEGAN BARNETT FILGO 2005 TRUST | DE | QUINLAN BANCSHARES, INC | C | Control |
| MEGAN BARNETT FILGO 2005 TRUST | DE | QUINLAN BANCSHARES, INC | C | Control |
| MEGAN BARNETT FILGO 2005 TRUST | DE | QUINLAN BANCSHARES, INC | C | Control |
| MEGAN BARNETT FILGO 2005 TRUST | DE | QUINLAN BANCSHARES, INC | C | Control |
| MEGAN BARNETT FILGO 2005 TRUST | DE | QUINLAN BANCSHARES, INC | C | Control |
| MEGAN BARNETT FILGO 2005 TRUST | DE | QUINLAN BANCSHARES, INC | C | Control |
| MEGAN BARNETT FILGO 2005 TRUST | DE | QUINLAN BANCSHARES, INC | C | Control |
| MEGAN BARNETT FILGO 2005 TRUST | DE | QUINLAN BANCSHARES, INC | C | Control |
| MEGAN BARNETT FILGO 2005 TRUST | DE | QUINLAN BANCSHARES, INC | C | Control |
| MEGAN BARNETT FILGO 2005 TRUST | DE | QUINLAN BANCSHARES, INC | C | Control |
| MEGAN BARNETT FILGO 2005 TRUST | DE | QUINLAN BANCSHARES, INC | C | Control |
| MEGAN BARNETT FILGO 2005 TRUST | DE | QUINLAN BANCSHARES, INC | C | Control |
| MICHAEL CLARDY BARNETT 2005 TRUST | DE | QUINLAN BANCSHARES, INC | C | Control |
| MICHAEL CLARDY BARNETT 2005 TRUST | DE | QUINLAN BANCSHARES, INC | C | Control |
| MICHAEL CLARDY BARNETT 2005 TRUST | DE | QUINLAN BANCSHARES, INC | C | Control |
| MICHAEL CLARDY BARNETT 2005 TRUST | DE | QUINLAN BANCSHARES, INC | C | Control |
| MICHAEL CLARDY BARNETT 2005 TRUST | DE | QUINLAN BANCSHARES, INC | C | Control |
| MICHAEL CLARDY BARNETT 2005 TRUST | DE | QUINLAN BANCSHARES, INC | C | Control |
| MICHAEL CLARDY BARNETT 2005 TRUST | DE | QUINLAN BANCSHARES, INC | C | Control |
| MICHAEL CLARDY BARNETT 2005 TRUST | DE | QUINLAN BANCSHARES, INC | C | Control |
| MICHAEL CLARDY BARNETT 2005 TRUST | DE | QUINLAN BANCSHARES, INC | C | Control |
| MICHAEL CLARDY BARNETT 2005 TRUST | DE | QUINLAN BANCSHARES, INC | C | Control |
| MICHAEL CLARDY BARNETT 2005 TRUST | DE | QUINLAN BANCSHARES, INC | C | Control |
| MICHAEL CLARDY BARNETT 2005 TRUST | DE | QUINLAN BANCSHARES, INC | C | Control |
Registrations
Federal
IA
Mar 30, 2022 REGISTERED
Notice Filings (2)
LA TX
Address
7019 HILLCREST AVE.DALLAS, TX 75205
United States
Phone: 214-474-2190