WEALTH BENEFIT ADVISORS, LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 319324). Regulatory assets under management: $380.9M.
Compensation: % of AUM.
Clients served: High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Frank Idrees | MANAGING PRINCIPAL | — |
| Dianne Luana Herreira | CHIEF COMPLIANCE OFFICER | — |
| IDREES FRANK | MANAGING PRINCIPAL; MANAGING PRINCIPAL / CCO | — |
| Herreira Dianne Luana | CHIEF COMPLIANCE OFFICER | — |