# Wealth Benefit Advisors, LLC

> Wealth Benefit Advisors, LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 7, 2026.

- CRD: 319324
- Filed as: WEALTH BENEFIT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: April 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/319324
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-benefit-advisors-llc-houston-tx-319324

## Quick answers

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

**Where is Wealth Benefit Advisors, LLC located?**
Wealth Benefit Advisors, LLC's principal office is in Houston, TX, according to its Form ADV.

**Is Wealth Benefit Advisors, LLC registered with the SEC or a state?**
Wealth Benefit Advisors, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 319324.

**How much does Wealth Benefit Advisors, LLC manage?**
Wealth Benefit Advisors, LLC reports $380,870,591 in regulatory assets under management in its Form ADV filing dated April 7, 2026 (88% discretionary).

**How have Wealth Benefit Advisors, LLC's assets and staff changed since 2022?**
In the Form ADV data for Wealth Benefit Advisors, LLC: Regulatory assets under management: $182,415,725 in the October 2022 data and $380,870,591 in the October 2026 data, up 109%. Total employees: 2 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealth Benefit Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (88); high net worth individuals (62); other (19).

**Which custodians does Wealth Benefit Advisors, LLC use?**
Wealth Benefit Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James as a custodian holding 10% or more of its separately managed account assets.

**Does Wealth Benefit 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/319324

**Does Wealth Benefit Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 7, 2026 says: "There is no minimum account size to open and maintain an advisory account."

**What changed in Wealth Benefit Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $306,991,305 to $380,870,591 (+24%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 7, 2026)

- Account minimum: None

> There is no minimum account size 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))
- Raymond James

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: $380,870,591
- Discretionary: $334,459,892
- Non-discretionary: $46,410,699

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 88 | $30,741,202 |
| High net worth individuals | 62 | $246,270,100 |
| Charitable organizations | Fewer than 5 | $676,313 |
| Corporations or other businesses not listed above | 18 | $81,321,854 |
| Other | 19 | $21,861,122 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthbenefit.com
- LinkedIn @WEALTH-BENEFIT-ADVISORS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $182,415,725 | 2 | August 9, 2022 |
| October 2023 | $190,679,998 | 5 | August 10, 2023 |
| October 2024 | $261,971,670 | 4 | September 23, 2024 |
| October 2025 | $306,991,305 | 4 | March 19, 2025 |
| October 2026 | $380,870,591 | 5 | April 7, 2026 |

Regulatory assets under management: $182,415,725 in the October 2022 data and $380,870,591 in the October 2026 data, up 109%.
Total employees: 2 in October 2022 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $306,991,305 to $380,870,591 (+24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Benefit Advisors, LLC (CRD 319324): Form ADV filing data as of October 2026.