Benchmark Wealth Management, LLC
CRD 160192SEC# 801-108489Old Lyme, CT
No longer SEC-registered. Benchmark Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$430M
Employees
4
Accounts
767
Location
Old Lyme, CT
Benchmark Wealth Management, LLC assets under management
Benchmark Wealth Management, LLC is an SEC-registered investment adviser based in Old Lyme, CT. It reports $430 million in regulatory assets under management and employs 4 people.
Benchmark Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mercer Global Advisors Inc. Control | Parent Company | Over 75% | 2024 |
| Richard W Stout Control | Partner And Managing Member | Under 5% | 2016 |
| Thomas Joseph Britt Control | Partner And Chief Compliance Officer | Under 5% | 2016 |
Frequently asked questions
How much does Benchmark Wealth Management, LLC manage?
Benchmark Wealth Management, LLC reports $430 million in regulatory assets under management on its Form ADV.
How many employees does Benchmark Wealth Management, LLC have?
Benchmark Wealth Management, LLC reports 4 employees.
Where is Benchmark Wealth Management, LLC located?
Benchmark Wealth Management, LLC is based in Old Lyme, CT.
Does Benchmark Wealth Management, LLC disclose fund performance?
Benchmark Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 83 Halls Road, Suite 201, Old Lyme, CT 06371 |
| Office hours | 9:00 a.m. - 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$430MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$430Mregulatory AUM
Discretionary $405.9MNon-discretionary $24.1M