# BENSON WEALTH MANAGEMENT, INC.

BENSON WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 318898
- Type: SEC-registered investment adviser
- SEC file number: 801-135748
- Phone: (530) 891-0719
- Latest filing: 2026-05-07
- Regulatory AUM: $116.0M
- Discretionary AUM: $116.0M
- Clients: 2
- Accounts: 281

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Barrett Oliver Benson | CCO/INVESTMENT ADVISOR REPRESENTATIVE | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2023-08-01 | regulatory | THE RESPONDENTS FAILED TO KEEP COPIES OF CLIENT AGREEMENTS; THE RESPONDENTS FAILED TO KEEP TRUE; ACCURATE; AND CURRENT BOOKS, LEDGERS AND RECORDS; AND THE RESPONDENTS FAILED TO MAINTAIN MINIMUM NET CAPITAL FOR TWELVE OUT OF TWENTY MONTHS. | Final | $6K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/318898/brochure
- Similar advisers: https://search.stillhousedata.com/firm/318898/similar
- Related entities: https://search.stillhousedata.com/firm/318898/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/318898

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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.