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BENCHMARK WEALTH MANAGEMENT

CINCINNATI, OH · CRD 298885 · IAPD ↗ · 513-328-0272

$179.0MRegulatory AUM
4Advisory reps
6Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — BENCHMARK WEALTH MANAGEMENT moved its main office from BLUE ASH, OH to CINCINNATI, OH.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
58
April 2025 — BENCHMARK WEALTH MANAGEMENT reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
August 2024 — BENCHMARK WEALTH MANAGEMENT (BLUE ASH, OH) is newly SEC-registered with $120.6M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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