BENCHMARK FINANCIAL WEALTH ADVISORS LLC
CRD #287966 SEC #801-110764 BOCA RATON, FL (561) 416-2992
SEC Registered
Total AUM
$721.7M
Discretionary
$721.7M
Employees
10
Clients
1
Accounts
1,114
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $721.7M | $721.7M | $0 | 10 | 0 |
| Aug 2025 | $721.7M | $721.7M | $0 | 10 | 0 |
| Mar 2025 | $721.7M | $721.7M | $0 | 10 | 0 |
| Mar 2025 | $721.7M | $721.7M | $0 | 10 | 0 |
| Mar 2024 | $549M | $549M | $0 | 10 | 0 |
| Nov 2023 | $512.9M | $512.9M | $0 | 9 | 0 |
| Sep 2023 | $512.9M | $512.9M | $0 | 9 | 0 |
| Apr 2023 | $616.7M | $615.3M | $1.4M | 10 | 0 |
| Mar 2023 | $616.7M | $615.3M | $1.4M | 9 | 0 |
| Mar 2023 | $616.7M | $615.3M | $1.4M | 9 | 0 |
| Oct 2022 | $440M | $436.8M | $3.2M | 9 | 5 |
| May 2022 | $440M | $436.8M | $3.2M | 8 | 5 |
| Mar 2022 | $440M | $436.8M | $3.2M | 8 | 5 |
| Dec 2021 | $317.5M | $317.5M | $0 | 7 | 5 |
| Dec 2021 | $317.5M | $317.5M | $0 | 7 | 5 |
| Aug 2021 | $317.5M | $317.5M | $0 | 5 | 5 |
| Jul 2021 | $317.5M | $317.5M | $0 | 5 | 5 |
| Mar 2021 | $317.5M | $317.5M | $0 | 5 | 5 |
| Dec 2020 | $245.2M | $245.2M | $0 | 6 | 5 |
| Oct 2020 | $245.2M | $245.2M | $0 | 7 | 5 |
| Jun 2020 | $245.2M | $245.2M | $0 | 7 | 5 |
| May 2020 | $245.2M | $245.2M | $0 | 7 | 5 |
| Mar 2020 | $245.2M | $245.2M | $0 | 7 | 5 |
| Sep 2019 | $200.8M | $200.8M | $0 | 7 | 5 |
| Mar 2019 | $200.8M | $200.8M | $0 | 7 | 5 |
| Aug 2018 | $175.8M | $175.8M | $0 | 7 | 5 |
| Aug 2018 | $175.8M | $175.8M | $0 | 7 | 5 |
| Jul 2018 | $175.8M | $175.8M | $0 | 7 | 5 |
| Jul 2018 | $175.8M | $175.8M | $0 | 8 | 5 |
| Apr 2018 | $175.8M | $175.8M | $0 | 9 | 5 |
| Apr 2018 | $175.8M | $175.8M | $0 | 9 | 5 |
| Mar 2018 | $175.8M | $175.8M | $0 | 5 | 5 |
| Jan 2018 | $134M | $134M | $0 | 5 | 5 |
| Dec 2017 | $134M | $134M | $0 | 6 | 5 |
| Sep 2017 | $112.9M | $112.9M | $0 | 5 | 0 |
| Aug 2017 | $0 | $0 | $0 | 5 | 0 |
| Aug 2017 | $0 | $0 | $0 | 5 | 0 |
| Aug 2017 | $0 | $0 | $0 | 5 | 0 |
| Jun 2017 | $0 | $0 | $0 | 5 | 0 |
DateSep 2025
Total AUM$721.7M
Discretionary$721.7M
Non-Disc.$0
Employees10
Clients0
DateAug 2025
Total AUM$721.7M
Discretionary$721.7M
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$721.7M
Discretionary$721.7M
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$721.7M
Discretionary$721.7M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$549M
Discretionary$549M
Non-Disc.$0
Employees10
Clients0
DateNov 2023
Total AUM$512.9M
Discretionary$512.9M
Non-Disc.$0
Employees9
Clients0
DateSep 2023
Total AUM$512.9M
Discretionary$512.9M
Non-Disc.$0
Employees9
Clients0
DateApr 2023
Total AUM$616.7M
Discretionary$615.3M
Non-Disc.$1.4M
Employees10
Clients0
DateMar 2023
Total AUM$616.7M
Discretionary$615.3M
Non-Disc.$1.4M
Employees9
Clients0
DateMar 2023
Total AUM$616.7M
Discretionary$615.3M
Non-Disc.$1.4M
Employees9
Clients0
DateOct 2022
Total AUM$440M
Discretionary$436.8M
Non-Disc.$3.2M
Employees9
Clients5
DateMay 2022
Total AUM$440M
Discretionary$436.8M
Non-Disc.$3.2M
Employees8
Clients5
DateMar 2022
Total AUM$440M
Discretionary$436.8M
Non-Disc.$3.2M
Employees8
Clients5
DateDec 2021
Total AUM$317.5M
Discretionary$317.5M
Non-Disc.$0
Employees7
Clients5
DateDec 2021
Total AUM$317.5M
Discretionary$317.5M
Non-Disc.$0
Employees7
Clients5
DateAug 2021
Total AUM$317.5M
Discretionary$317.5M
Non-Disc.$0
Employees5
Clients5
DateJul 2021
Total AUM$317.5M
Discretionary$317.5M
Non-Disc.$0
Employees5
Clients5
DateMar 2021
Total AUM$317.5M
Discretionary$317.5M
Non-Disc.$0
Employees5
Clients5
DateDec 2020
Total AUM$245.2M
Discretionary$245.2M
Non-Disc.$0
Employees6
Clients5
DateOct 2020
Total AUM$245.2M
Discretionary$245.2M
Non-Disc.$0
Employees7
Clients5
DateJun 2020
Total AUM$245.2M
Discretionary$245.2M
Non-Disc.$0
Employees7
Clients5
DateMay 2020
Total AUM$245.2M
Discretionary$245.2M
Non-Disc.$0
Employees7
Clients5
DateMar 2020
Total AUM$245.2M
Discretionary$245.2M
Non-Disc.$0
Employees7
Clients5
DateSep 2019
Total AUM$200.8M
Discretionary$200.8M
Non-Disc.$0
Employees7
Clients5
DateMar 2019
Total AUM$200.8M
Discretionary$200.8M
Non-Disc.$0
Employees7
Clients5
DateAug 2018
Total AUM$175.8M
Discretionary$175.8M
Non-Disc.$0
Employees7
Clients5
DateAug 2018
Total AUM$175.8M
Discretionary$175.8M
Non-Disc.$0
Employees7
Clients5
DateJul 2018
Total AUM$175.8M
Discretionary$175.8M
Non-Disc.$0
Employees7
Clients5
DateJul 2018
Total AUM$175.8M
Discretionary$175.8M
Non-Disc.$0
Employees8
Clients5
DateApr 2018
Total AUM$175.8M
Discretionary$175.8M
Non-Disc.$0
Employees9
Clients5
DateApr 2018
Total AUM$175.8M
Discretionary$175.8M
Non-Disc.$0
Employees9
Clients5
DateMar 2018
Total AUM$175.8M
Discretionary$175.8M
Non-Disc.$0
Employees5
Clients5
DateJan 2018
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees5
Clients5
DateDec 2017
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees6
Clients5
DateSep 2017
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees5
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0