# BENCHMARK WEALTH MANAGEMENT, LLC

BENCHMARK WEALTH MANAGEMENT, LLC of OLD LYME, CT is an SEC-registered investment adviser.

## Registration

- CRD: 160192
- Type: SEC-registered investment adviser
- SEC file number: 801-108489
- Location: 83 HALLS ROAD, SUITE 201, OLD LYME, CT, 06371
- Phone: (860) 434-6890
- Latest filing: 2025-08-19
- Regulatory AUM: $430.0M
- Discretionary AUM: $405.9M
- Non-discretionary AUM: $24.1M
- Clients: 4
- Accounts: 767

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Thomas Joseph Britt | PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| Richard W Stout | PARTNER AND MANAGING MEMBER | — |
| BRITT THOMAS JOSEPH | PARTNER AND CHIEF COMPLIANCE OFFICER; PARTNER, CHIEF COMPLIANCE OFFICER | — |
| STOUT RICHARD W | PARTNER AND MANAGING MEMBER; PARTNER, MANAGING MEMBER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| NAPLES | FL | 2 | 239-302-1865 |
| NAPLES | FL | 2 | 239-302-1865 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/160192/brochure
- Similar advisers: https://search.stillhousedata.com/firm/160192/similar
- Related entities: https://search.stillhousedata.com/firm/160192/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/160192

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.