BENTHAM WEALTH ADVISORS INC
Legal name: BENTHAM WEALTH ADVISORS
CRD #332035 SEC #801-130680 WILLIAMSVILLE, NY (716) 580-1500
SEC Registered
Total AUM
$92.5M
Discretionary
$92.5M
Employees
2
Clients
11
Accounts
547
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 3, 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 |
|---|---|---|---|---|
| HARRIS, GEORGE, PETER | I | PRINCIPAL OWNER AND IAR | D | Control |
| HARRIS, GEORGE, PETER | I | PRINCIPAL OWNER AND IAR | D | Control |
| HARRIS, GEORGE, PETER | I | PRINCIPAL OWNER AND IAR | D | Control |
| HARRIS, GEORGE, PETER | I | PRINCIPAL OWNER AND IAR | D | Control |
| HARRIS, GEORGE, PETER | I | PRINCIPAL OWNER AND IAR | D | Control |
| HARRIS, GEORGE, PETER | I | PRINCIPAL OWNER AND IAR | D | Control |
| HARRIS, GEORGE, PETER | I | PRINCIPAL OWNER AND IAR | D | Control |
| WITTER, STEVEN, DONALD | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WITTER, STEVEN, DONALD | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WITTER, STEVEN, DONALD | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WITTER, STEVEN, DONALD | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WITTER, STEVEN, DONALD | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WITTER, STEVEN, DONALD | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WITTER, STEVEN, DONALD | I | CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Sep 3, 2025 REGISTERED
Notice Filings (4)
CA FL NH NY
Address
300 INTERNATIONAL DRSUITE 100
WILLIAMSVILLE, NY 14221
United States
Phone: (716) 580-1500