BENTHAM WEALTH ADVISORS INC

BENTHAM WEALTH ADVISORS INC of WILLIAMSVILLE, NY is an SEC-registered investment adviser (CRD 332035). Regulatory assets under management: $110.1M.

Registration

• CRD: 332035
• SEC file number: 801-130680
• Type: Registered investment adviser
• Location: 300 INTERNATIONAL DR, SUITE 100, WILLIAMSVILLE, NY, 14221
• Phone: (716) 580-1500
• Latest filing: 2026-03-09
• Regulatory AUM: $110.1M
• Discretionary AUM: $110.1M
• Clients: 2
• Accounts: 552

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332035 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search