BENCHMARK PRIVATE WEALTH MANAGEMENT, LLC

BENCHMARK PRIVATE WEALTH MANAGEMENT, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 170525). Regulatory assets under management: $604.4M.

Registration

• CRD: 170525
• SEC file number: 801-110856
• Type: Registered investment adviser
• Location: 7019 HILLCREST AVE., DALLAS, TX, 75205
• Phone: 214-474-2190
• Latest filing: 2022-03-30
• Regulatory AUM: $604.4M
• Discretionary AUM: $472.7M
• Non-discretionary AUM: $131.7M
• Clients: 4
• Accounts: 433

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 170525 on SEC IAPD (source of record)
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