# Benowitz Wealth Management

> Benowitz Wealth Management is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 7, 2026.

- CRD: 331545
- Filed as: BENOWITZ WEALTH MANAGEMENT
- Legal name: Joy Financial Group LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: September 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331545
- AdvisorCensus page: https://advisorcensus.com/firm/benowitz-wealth-management-331545

## Quick answers

**How is Benowitz Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Benowitz Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Is Benowitz Wealth Management registered with the SEC or a state?**
Benowitz Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331545.

**How much does Benowitz Wealth Management manage?**
Benowitz Wealth Management reports $1,154,498 in regulatory assets under management in its Form ADV filing dated September 7, 2026 (100% discretionary).

**Does Benowitz 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/331545

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $1,154,498
- Discretionary: $1,154,498
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,154,498 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- benowitzwealth.com
- ducatwealth.com
- Facebook @1134909963041355
- Facebook @643615215507644
- Instagram @benowitzwealth
- Instagram @ducatwealth
- LinkedIn @107377736
- LinkedIn @120784100

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Benowitz Wealth Management (CRD 331545): Form ADV filing data as of October 2026.