Benson Wealth Management, Inc.
● SEC registered since 2026CRD 318898SEC# 801-135748
Reg. AUM
$116M
Employees
2
Accounts
281
Location
—
Benson Wealth Management, Inc. assets under management
Benson Wealth Management, Inc. operates as an SEC-registered investment adviser. The firm has been registered since 2026. It reports $116 million in regulatory assets under management and employs 2 people.
Benson Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barrett Oliver Benson Control | Cco/Investment Advisor Representative | Over 75% | 2014 |
Frequently asked questions
How much does Benson Wealth Management, Inc. manage?
Benson Wealth Management, Inc. reports $116 million in regulatory assets under management on its Form ADV.
How many employees does Benson Wealth Management, Inc. have?
Benson Wealth Management, Inc. reports 2 employees.
Does Benson Wealth Management, Inc. disclose fund performance?
Benson Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (530) 891-0719 |
| Office hours | M-Th 8-4, F 8-12 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$116MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$116Mregulatory AUM
Discretionary $116M