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BENCH WALK ADVISORS LLC

BOCA RATON, FL · CRD 313945 · IAPD ↗ · 561-448-4441

$707.6MRegulatory AUM
13Advisory reps
15Employees
0Clients
n/aPlanning clients
81Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2025 — BENCH WALK ADVISORS LLC moved its main office from WILMINGTON, DE to BOCA RATON, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
38
April 2025 — BENCH WALK ADVISORS LLC added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — BENCH WALK ADVISORS LLC crossed $500M in regulatory AUM ($333.1M -> $627.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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