Managing Principal · Wealth Benefit Advisors, LLC
Frank Idrees
CRD 2115734 · Named on Form ADV at one SEC-registered adviser
At a glance
Wealth Benefit Advisors, LLC, an SEC-registered wealth manager based in Houston, TX with $381 million in regulatory assets, lists Frank Idrees on its Form ADV as Managing Principal, a control person.
Firms and roles
- Wealth Benefit Advisors, LLCManaging PrincipalWealth manager · Houston, TX · $381M in regulatory assets
AtlasMembers
Frank’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Dianne L. HerreiraChief Compliance Officer, Wealth Benefit Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Frank’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.