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Cco/investment Advisor Representative · Benson Wealth Management, Inc.

Barrett O. Benson

CRD 4013223 · Named on Form ADV at one SEC-registered adviser

At a glance

Benson Wealth Management, Inc., an SEC-registered wealth manager with $125 million in regulatory assets, lists Barrett O. Benson on its Form ADV as Cco/investment Advisor Representative, a control person.

Firms and roles

AtlasMembers

Barrett’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Barrett’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.