Wealth Benefit Advisors, LLC
● SEC registered since 2022CRD 319324SEC# 801-123705Houston, TX
Reg. AUM
$380.9M
Employees
5
Accounts
487
Location
Houston, TX
Wealth Benefit Advisors, LLC assets under management
Wealth Benefit Advisors, LLC is an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2022. It reports $380.9 million in regulatory assets under management and employs 5 people.
Wealth Benefit Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dianne Luana Herreira Control | Chief Compliance Officer | Under 5% | 2023 |
| Frank Idrees Control | Managing Principal | Over 75% | 2022 |
Frequently asked questions
How much does Wealth Benefit Advisors, LLC manage?
Wealth Benefit Advisors, LLC reports $380.9 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Benefit Advisors, LLC have?
Wealth Benefit Advisors, LLC reports 5 employees.
Where is Wealth Benefit Advisors, LLC located?
Wealth Benefit Advisors, LLC is based in Houston, TX and has been SEC-registered since 2022.
Does Wealth Benefit Advisors, LLC disclose fund performance?
Wealth Benefit Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1225 North Loop West, Suite 815, Houston, TX 77008 |
| Phone | 713-980-9100 |
| Fax | 713-980-9122 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$380.9M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$380.9Mregulatory AUM
Discretionary $334.5MNon-discretionary $46.4M