{
  "crd_number": 318898,
  "slug": "benson-wealth-management-inc-318898",
  "primary_business_name": "BENSON WEALTH MANAGEMENT, INC.",
  "legal_name": "BENSON WEALTH MANAGEMENT, INC.",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-04-03",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-10-01",
  "carried_forward": false,
  "raum_total": 124794161.0,
  "raum_discretionary": 124794161.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 52024822.0,
      "count": 280
    },
    "high_net_worth_individuals": {
      "raum": 72769339.0,
      "count": 28
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "CA",
    "TN"
  ],
  "websites": [
    "https://bensonwm.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318898",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/benson-wealth-management-inc-318898",
  "display_name": "Benson Wealth Management, Inc.",
  "summary": "Benson Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.",
  "citation": "AdvisorCensus. Benson Wealth Management, Inc. (CRD 318898): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Benson Wealth Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Benson Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Benson Wealth Management, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 5, 2026 states: Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Benson Wealth Management, Inc. registered with the SEC or a state?",
      "a": "Benson Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 318898."
    },
    {
      "q": "How much does Benson Wealth Management, Inc. manage?",
      "a": "Benson Wealth Management, Inc. reports $124,794,161 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Benson Wealth Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (280); high net worth individuals (28)."
    },
    {
      "q": "Which custodians does Benson Wealth Management, Inc. use?",
      "a": "Benson Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Benson Wealth Management, Inc. report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318898"
    },
    {
      "q": "What changed in Benson Wealth Management, Inc.'s recent Form ADV filings?",
      "a": "In the May 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 5, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.75% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "BWM offers discretionary direct asset management services to advisory Clients for an annual fee of no more than 1.75% ."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.75,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "BWM offers discretionary direct asset management services to advisory Clients for an annual fee of no more than 1.75% ."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "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/benson-wealth-management-inc-318898.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 280,
      "fewer_than_5": false,
      "raum": 52024822.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 28,
      "fewer_than_5": false,
      "raum": 72769339.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "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/318898",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}