# Benchmark Financial Wealth Advisors LLC

> 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.

- CRD: 287966
- Filed as: BENCHMARK FINANCIAL WEALTH ADVISORS LLC
- Also doing business as: BENCHMARK FINANCIAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: May 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/287966
- AdvisorCensus page: https://advisorcensus.com/firm/benchmark-financial-wealth-advisors-llc-boca-raton-fl-287966

## Quick answers

**How is Benchmark Financial Wealth Advisors LLC compensated?**
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.

**Where is Benchmark Financial Wealth Advisors LLC located?**
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).

**Is Benchmark Financial Wealth Advisors LLC registered with the SEC or a state?**
Benchmark Financial Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 287966.

**How much does Benchmark Financial Wealth Advisors LLC manage?**
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).

**How have Benchmark Financial Wealth Advisors LLC's assets and staff changed since 2021?**
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.

**What types of clients does Benchmark Financial Wealth Advisors LLC serve?**
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).

**Which custodians does Benchmark Financial Wealth Advisors LLC use?**
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.

**Does Benchmark Financial Wealth Advisors LLC report any disciplinary disclosures?**
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

**What changed in Benchmark Financial Wealth Advisors LLC's recent Form ADV filings?**
In the June 2026 filing data: Employees performing advisory functions went from 6 to 7. Added an office in Woodbridge, NJ.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $766,078,294
- Discretionary: $766,078,294
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 251 | $187,726,199 |
| High net worth individuals | 110 | $567,439,410 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $6,106,229 |
| Charitable organizations | 1 | $1,319,540 |
| Corporations or other businesses not listed above | 2 | $3,486,916 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 14 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NC, NH, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Jupiter, FL
- Sunrise, FL
- Woodbridge, NJ

### Websites listed on Form ADV (Item 1.I)
- bfllc.com
- Facebook @BENCHMARKFINANCIAL
- LinkedIn @benchmark-financial-wealth-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $317,481,262 | 5 | August 26, 2021 |
| October 2022 | $440,048,860 | 8 | May 24, 2022 |
| October 2023 | $512,872,056 | 9 | September 19, 2023 |
| October 2024 | $549,017,841 | 10 | March 28, 2024 |
| October 2025 | $721,666,983 | 10 | March 20, 2025 |
| October 2026 | $766,078,294 | 14 | May 18, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Employees performing advisory functions went from 6 to 7.
- Added an office in Woodbridge, NJ.

### April 2026
- Employees performing advisory functions went from 5 to 6.

### February 2026
- Registered or notice-filed in NH.

### January 2026
- No longer registered or notice-filed in LA, NH, TN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Benchmark Financial Wealth Advisors LLC (CRD 287966): Form ADV filing data as of October 2026.