BENCHMARK FINANCIAL, LLC
CRD #297443 SEC #801-131977 WILMINGTON, DE 302-635-9760
SEC Registered
Total AUM
$100.3M
Discretionary
$100.3M
Employees
3
Clients
51
Accounts
307
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 9, 2025
- 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 |
|---|---|---|---|---|
| WEAVER, JACOB, DORSEY | I | DIRECTOR OF INVESTMENT STRATEGY | NA | Control |
| WEAVER, JACOB, DORSEY | I | DIRECTOR OF INVESTMENT STRATEGY | NA | Control |
| WEAVER, JACOB, DORSEY | I | DIRECTOR OF INVESTMENT STRATEGY | NA | Control |
| WEAVER, JACOB, DORSEY | I | DIRECTOR OF INVESTMENT STRATEGY | NA | Control |
| WEAVER, JACOB, DORSEY | I | DIRECTOR OF INVESTMENT STRATEGY | NA | Control |
| JAKOTOWICZ, RICHARD, CHRISTOPHER | I | DIRECTOR OF FINANCIAL PLANNING & CCO | E | Control |
| JAKOTOWICZ, RICHARD, CHRISTOPHER | I | DIRECTOR OF FINANCIAL PLANNING & CCO | E | Control |
| JAKOTOWICZ, RICHARD, CHRISTOPHER | I | DIRECTOR OF FINANCIAL PLANNING & CCO | E | Control |
| JAKOTOWICZ, RICHARD, CHRISTOPHER | I | DIRECTOR OF FINANCIAL PLANNING & CCO | E | Control |
| JAKOTOWICZ, RICHARD, CHRISTOPHER | I | DIRECTOR OF FINANCIAL PLANNING & CCO | E | Control |
Registrations
Federal
IA
Sep 9, 2025 REGISTERED
Notice Filings (5)
DE NH NJ PA TX
Address
2 RIGHTER PARKWAYSUITE 100
WILMINGTON, DE 19803
United States
Phone: 302-635-9760