# BENCHMARK FINANCIAL WEALTH ADVISORS LLC

BENCHMARK FINANCIAL WEALTH ADVISORS LLC of BOCA RATON, FL is an SEC-registered investment adviser.

## Registration

- CRD: 287966
- Type: SEC-registered investment adviser
- SEC file number: 801-110764
- Location: 2351 NW BOCA RATON BLVD., SUITE 100, BOCA RATON, FL, 33431
- Phone: (561) 416-2992
- Latest filing: 2026-05-18
- Regulatory AUM: $766.1M
- Discretionary AUM: $766.1M
- Clients: 14
- Accounts: 1,067

## Business model

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

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Roger Steven Kalina | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| Timothy Robert Devlin | MEMBER | — |
| KALINA ROGER STEVEN | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| DASZKAL MICHAEL ISSAC | MEMBER | — |
| DEVLIN TIMOTHY ROBERT | MEMBER | — |
| PIEDT PHILIP NATHANAEL | MEMBER | — |


## Branch offices (3)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| WOODBRIDGE | NJ | 7 | 561-416-2992 |
| SUNRISE | FL | 5 | 561-416-2992 |
| JUPITER | FL | 5 | 561-416-2992 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/287966/brochure
- Similar advisers: https://search.stillhousedata.com/firm/287966/similar
- Related entities: https://search.stillhousedata.com/firm/287966/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/287966

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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.