WEALTH BENEFIT ADVISORS, LLC
CRD #319324 SEC #801-123705 HOUSTON, TX 713-980-9100
SEC Registered
Total AUM
$307M
Discretionary
$270M
Employees
4
Clients
--
Accounts
461
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $307M | $270M | $37M | 4 | 0 |
| Sep 2024 | $262M | $236M | $25.9M | 4 | 0 |
| Aug 2024 | $262M | $236M | $25.9M | 4 | 0 |
| Mar 2024 | $262M | $236M | $25.9M | 4 | 0 |
| Aug 2023 | $190.7M | $175.9M | $14.8M | 5 | 0 |
| Feb 2023 | $190.7M | $175.9M | $14.8M | 5 | 0 |
| Jan 2023 | $182.4M | $162.2M | $20.2M | 2 | 0 |
| Aug 2022 | $182.4M | $162.2M | $20.2M | 2 | 0 |
| Jul 2022 | $0 | $0 | $0 | 2 | 0 |
| May 2022 | $0 | $0 | $0 | 2 | 0 |
| Mar 2022 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$307M
Discretionary$270M
Non-Disc.$37M
Employees4
Clients0
DateSep 2024
Total AUM$262M
Discretionary$236M
Non-Disc.$25.9M
Employees4
Clients0
DateAug 2024
Total AUM$262M
Discretionary$236M
Non-Disc.$25.9M
Employees4
Clients0
DateMar 2024
Total AUM$262M
Discretionary$236M
Non-Disc.$25.9M
Employees4
Clients0
DateAug 2023
Total AUM$190.7M
Discretionary$175.9M
Non-Disc.$14.8M
Employees5
Clients0
DateFeb 2023
Total AUM$190.7M
Discretionary$175.9M
Non-Disc.$14.8M
Employees5
Clients0
DateJan 2023
Total AUM$182.4M
Discretionary$162.2M
Non-Disc.$20.2M
Employees2
Clients0
DateAug 2022
Total AUM$182.4M
Discretionary$162.2M
Non-Disc.$20.2M
Employees2
Clients0
DateJul 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0