# Bentham Wealth Advisors

> Bentham Wealth Advisors is an SEC-registered investment advisory firm in Williamsville, NY, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 332035
- Filed as: BENTHAM WEALTH ADVISORS
- Legal name: Bentham Wealth Advisors Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Williamsville, NY
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332035
- AdvisorCensus page: https://advisorcensus.com/firm/bentham-wealth-advisors-williamsville-ny-332035

## Quick answers

**How is Bentham Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Bentham Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Bentham Wealth Advisors located?**
Bentham Wealth Advisors' principal office is in Williamsville, NY, according to its Form ADV.

**Is Bentham Wealth Advisors registered with the SEC or a state?**
Bentham Wealth Advisors is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332035.

**How much does Bentham Wealth Advisors manage?**
Bentham Wealth Advisors reports $110,100,000 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**How have Bentham Wealth Advisors' assets and staff changed since 2024?**
In the Form ADV data for Bentham Wealth Advisors: Regulatory assets under management: $0 in the October 2024 data and $110,100,000 in the October 2026 data. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bentham Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (195); high net worth individuals (23).

**Which custodians does Bentham Wealth Advisors use?**
Bentham Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets.

**Does Bentham Wealth Advisors 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/332035

**Does Bentham Wealth Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated February 25, 2026 says: "We do not require a minimum dollar amount to open and maintain an advisory account."

**What changed in Bentham Wealth Advisors' recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $92,500,000 to $110,100,000 (+19%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 25, 2026)

- Account minimum: None

> We do not require a minimum dollar amount to open and maintain an advisory account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc. (affiliated with the firm)

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: $110,100,000
- Discretionary: $110,100,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 195 | $49,500,000 |
| High net worth individuals | 23 | $57,500,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,100,000 |

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

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

### Websites listed on Form ADV (Item 1.I)
- benthamwealth.com
- nysteachers.com
- LinkedIn @steve-witter-cfp-cslp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 2 | August 26, 2024 |
| October 2025 | $92,500,000 | 2 | January 24, 2025 |
| October 2026 | $110,100,000 | 2 | March 9, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $110,100,000 in the October 2026 data.
Total employees: 2 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $92,500,000 to $110,100,000 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bentham Wealth Advisors (CRD 332035): Form ADV filing data as of October 2026.