Bentham Wealth Advisors Inc
● SEC registered since 2024CRD 332035SEC# 801-130680Williamsville, NY
Reg. AUM
$110.1M
Employees
2
Accounts
552
Location
Williamsville, NY
Bentham Wealth Advisors Inc assets under management
Bentham Wealth Advisors Inc is a registered investment adviser overseen by the SEC based in Williamsville, NY. The firm has been registered since 2024. It reports $110.1 million in regulatory assets under management and employs 2 people.
Bentham Wealth Advisors Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| George Peter Harris Control | Principal Owner And Iar | 50-75% | 2024 |
| Steven Donald Witter Control | Chief Compliance Officer | 25-50% | 2024 |
Frequently asked questions
How much does Bentham Wealth Advisors Inc manage?
Bentham Wealth Advisors Inc reports $110.1 million in regulatory assets under management on its Form ADV.
How many employees does Bentham Wealth Advisors Inc have?
Bentham Wealth Advisors Inc reports 2 employees.
Where is Bentham Wealth Advisors Inc located?
Bentham Wealth Advisors Inc is based in Williamsville, NY and has been SEC-registered since 2024.
Does Bentham Wealth Advisors Inc disclose fund performance?
Bentham Wealth Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 International Dr, Suite 100, Williamsville, NY 14221 |
| Phone | (716) 580-1500 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$110.1M▲ 19%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$110.1Mregulatory AUM
Discretionary $110.1M