# Benchmark Wealth Management

> Benchmark Wealth Management is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 298885
- Filed as: BENCHMARK WEALTH MANAGEMENT
- Legal name: Eltringham Wealth Partners, LLC
- Also doing business as: BENCHMARK WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298885
- AdvisorCensus page: https://advisorcensus.com/firm/benchmark-wealth-management-cincinnati-oh-298885

## Quick answers

**How is Benchmark Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Benchmark Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Benchmark Wealth Management located?**
Benchmark Wealth Management's principal office is in Cincinnati, OH, according to its Form ADV.

**Is Benchmark Wealth Management registered with the SEC or a state?**
Benchmark Wealth Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 298885.

**How much does Benchmark Wealth Management manage?**
Benchmark Wealth Management reports $179,034,817 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Benchmark Wealth Management's assets and staff changed since 2024?**
In the Form ADV data for Benchmark Wealth Management: Regulatory assets under management: $120,561,205 in the October 2024 data and $179,034,817 in the October 2026 data, up 49%. Total employees: 5 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Benchmark Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (39); high net worth individuals (37).

**Which custodians does Benchmark Wealth Management use?**
Benchmark Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Benchmark Wealth Management 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/298885

**What changed in Benchmark Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $146,014,479 to $179,034,817 (+23%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- 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: $179,034,817
- Discretionary: $178,160,070
- Non-discretionary: $874,747

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 39 | $10,648,996 |
| High net worth individuals | 37 | $167,351,064 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,034,757 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- benchmark-wealth.com
- Facebook @benchmarkwealthcincy
- LinkedIn @33190259
- LinkedIn @david-eltringham-3062767
- LinkedIn @jeffrey-hess-5718aa51
- LinkedIn @kyletrischler
- LinkedIn @matteltringham
- YouTube @BenchmarkWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $120,561,205 | 5 | June 4, 2024 |
| October 2025 | $146,014,479 | 6 | March 21, 2025 |
| October 2026 | $179,034,817 | 6 | March 24, 2026 |

Regulatory assets under management: $120,561,205 in the October 2024 data and $179,034,817 in the October 2026 data, up 49%.
Total employees: 5 in October 2024 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $146,014,479 to $179,034,817 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Benchmark Wealth Management (CRD 298885): Form ADV filing data as of October 2026.