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BENCHMARK WEALTH MANAGEMENT, LLC

OLD LYME, CT · CRD 160192 · IAPD ↗ · benchmarkwealthmgmt.com · (860) 434-6890

$430.0MRegulatory AUM
2Advisory reps
4Employees
0Clients
251-500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2025 — BENCHMARK WEALTH MANAGEMENT, LLC (OLD LYME, CT) left the SEC roster (was $430.0M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
July 2024 — BENCHMARK WEALTH MANAGEMENT, LLC notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.