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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Herreira, Dianne, Luana | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Herreira, Dianne, Luana | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Herreira, Dianne, Luana | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Herreira, Dianne, Luana | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Herreira, Dianne, Luana | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IDREES, FRANK | I | MANAGING PRINCIPAL / CCO | E | Control |
| IDREES, FRANK | I | MANAGING PRINCIPAL / CCO | E | Control |
| IDREES, FRANK | I | MANAGING PRINCIPAL / CCO | E | Control |
| IDREES, FRANK | I | MANAGING PRINCIPAL / CCO | E | Control |
| IDREES, FRANK | I | MANAGING PRINCIPAL / CCO | E | Control |
| IDREES, FRANK | I | MANAGING PRINCIPAL / CCO | E | Control |
| IDREES, FRANK | I | MANAGING PRINCIPAL / CCO | E | Control |
| IDREES, FRANK | I | MANAGING PRINCIPAL | E | Control |
| IDREES, FRANK | I | MANAGING PRINCIPAL | E | Control |
| IDREES, FRANK | I | MANAGING PRINCIPAL | E | Control |
| IDREES, FRANK | I | MANAGING PRINCIPAL | E | Control |
| IDREES, FRANK | I | MANAGING PRINCIPAL | E | Control |
Registrations
Federal
IA
Mar 19, 2025 REGISTERED
Notice Filings (1)
TX
Address
1225 NORTH LOOP WESTSUITE 815
HOUSTON, TX 77008
United States
Phone: 713-980-9100