{
  "crd_number": 287966,
  "slug": "benchmark-financial-wealth-advisors-llc-boca-raton-fl-287966",
  "primary_business_name": "BENCHMARK FINANCIAL WEALTH ADVISORS LLC",
  "legal_name": "BENCHMARK FINANCIAL WEALTH ADVISORS LLC",
  "dbas": [
    "BENCHMARK FINANCIAL"
  ],
  "city": "Boca Raton",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-07-07",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-05-18",
  "carried_forward": false,
  "raum_total": 766078294.0,
  "raum_discretionary": 766078294.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 14,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1319540.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 187726199.0,
      "count": 251
    },
    "pension_profit_sharing": {
      "raum": 6106229.0,
      "count": 2,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 567439410.0,
      "count": 110
    },
    "corporations_other_businesses": {
      "raum": 3486916.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "NC",
    "NH",
    "NJ",
    "NY",
    "PA",
    "TX"
  ],
  "websites": [
    "https://bfllc.com",
    "https://facebook.com/BENCHMARKFINANCIAL",
    "https://linkedin.com/company/benchmark-financial-wealth-advisors"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/287966",
  "city_as_filed": "BOCA RATON",
  "url": "https://advisorcensus.com/firm/benchmark-financial-wealth-advisors-llc-boca-raton-fl-287966",
  "display_name": "Benchmark Financial Wealth Advisors LLC",
  "summary": "Benchmark Financial Wealth Advisors LLC is an SEC-registered investment advisory firm in Boca Raton, FL, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 18, 2026.",
  "citation": "AdvisorCensus. Benchmark Financial Wealth Advisors LLC (CRD 287966): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Benchmark Financial Wealth Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Benchmark Financial Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Benchmark Financial Wealth Advisors LLC located?",
      "a": "Benchmark Financial Wealth Advisors LLC's principal office is in Boca Raton, FL, according to its Form ADV; the June 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Benchmark Financial Wealth Advisors LLC registered with the SEC or a state?",
      "a": "Benchmark Financial Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 287966."
    },
    {
      "q": "How much does Benchmark Financial Wealth Advisors LLC manage?",
      "a": "Benchmark Financial Wealth Advisors LLC reports $766,078,294 in regulatory assets under management in its Form ADV filing dated May 18, 2026 (100% discretionary)."
    },
    {
      "q": "How have Benchmark Financial Wealth Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Benchmark Financial Wealth Advisors LLC: Regulatory assets under management: $317,481,262 in the October 2021 data and $766,078,294 in the October 2026 data, up 141%. Total employees: 5 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Benchmark Financial Wealth Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (251); high net worth individuals (110); pension and profit sharing plans (but not the plan participants or government pension plans) (2)."
    },
    {
      "q": "Which custodians does Benchmark Financial Wealth Advisors LLC use?",
      "a": "Benchmark Financial Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Benchmark Financial Wealth Advisors LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/287966"
    },
    {
      "q": "What changed in Benchmark Financial Wealth Advisors LLC's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Employees performing advisory functions went from 6 to 7. Added an office in Woodbridge, NJ."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 317481262.0,
      "total_employees": 5,
      "filing_date": "2021-08-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 440048860.0,
      "total_employees": 8,
      "filing_date": "2022-05-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 512872056.0,
      "total_employees": 9,
      "filing_date": "2023-09-19"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 549017841.0,
      "total_employees": 10,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 721666983.0,
      "total_employees": 10,
      "filing_date": "2025-03-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 766078294.0,
      "total_employees": 14,
      "filing_date": "2026-05-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 7.",
        "Added an office in Woodbridge, NJ."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 6."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in NH."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in LA, NH, TN."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/benchmark-financial-wealth-advisors-llc-boca-raton-fl-287966.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 251,
      "fewer_than_5": false,
      "raum": 187726199.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 110,
      "fewer_than_5": false,
      "raum": 567439410.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 6106229.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1319540.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 3486916.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/287966",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}