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BENCHMARK FINANCIAL WEALTH ADVISORS LLC

BOCA RATON, FL · CRD 287966 · IAPD ↗ · bfllc.com · (561) 416-2992

$766.1MRegulatory AUM
7Advisory reps
14Employees
0Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
June 2026 — BENCHMARK FINANCIAL WEALTH ADVISORS LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
February 2026 — BENCHMARK FINANCIAL WEALTH ADVISORS LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2025 — BENCHMARK FINANCIAL WEALTH ADVISORS LLC reported RAUM up 31% ($549.0M -> $721.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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