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WEALTH BENEFIT ADVISORS, LLC

HOUSTON, TX · CRD 319324 · IAPD ↗ · wealthbenefit.com · 713-980-9100

$380.9MRegulatory AUM
2Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2024 — WEALTH BENEFIT ADVISORS, LLC reported RAUM up 37% ($190.7M -> $262.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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