# BENCHMARK PRIVATE WEALTH MANAGEMENT, LLC

BENCHMARK PRIVATE WEALTH MANAGEMENT, LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 170525
- Type: SEC-registered investment adviser
- SEC file number: 801-110856
- 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)

| Name | Role | Location |
| --- | --- | --- |
| BARNETT JASON MICHAEL | SHAREHOLDER | — |
| MCCULLOUGH WAYNE CORNELIUS | MANAGING DIRECTOR | — |
| FILGO MEGAN BARNETT | TRUSTEE | — |
| BARNETT MICHAEL CLARDY | TRUSTEE | — |
| BELL RAWLES FULGHAM | CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170525/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170525/similar
- Related entities: https://search.stillhousedata.com/firm/170525/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170525

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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.