Benchmark Financial Wealth Advisors LLC
● SEC registered since 2017CRD 287966SEC# 801-110764Boca Raton, FL
Reg. AUM
$766.1M
Employees
14
Accounts
1,067
Location
Boca Raton, FL
Benchmark Financial Wealth Advisors LLC assets under management
Benchmark Financial Wealth Advisors LLC operates as an SEC-registered investment adviser based in Boca Raton, FL. The firm has been registered since 2017. It reports $766.1 million in regulatory assets under management and employs 14 people.
Benchmark Financial Wealth Advisors LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benchmark Financial Group, LLC Control | Owner | Over 75% | 2018 |
| Roger Steven Kalina Control | Chief Compliance Officer | Under 5% | 2017 |
| Roger Steven Kalina Control | Member | Over 75% | 1999 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Benchmark Financial Wealth Advisors LLC manage?
Benchmark Financial Wealth Advisors LLC reports $766.1 million in regulatory assets under management on its Form ADV.
How many employees does Benchmark Financial Wealth Advisors LLC have?
Benchmark Financial Wealth Advisors LLC reports 14 employees.
Where is Benchmark Financial Wealth Advisors LLC located?
Benchmark Financial Wealth Advisors LLC is based in Boca Raton, FL and has been SEC-registered since 2017.
Does Benchmark Financial Wealth Advisors LLC disclose fund performance?
Benchmark Financial Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2351 NW Boca Raton Blvd., Suite 100, Boca Raton, FL 33431 |
| Phone | (561) 416-2992 |
| Fax | (561) 416-2993 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1757706 |
| Discloses disciplinary history | No |
Regulatory AUM
$766.1M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$766.1Mregulatory AUM
Discretionary $766.1M