Wealth manager, independent
Benson Wealth Management, Inc.
SEC-registered investment adviser · CRD 318898 · SEC 801-135748
At a glance
Benson Wealth Management, Inc. is an SEC-registered investment adviser based in United States, with $125 million in regulatory assets under management as of its Form ADV filed October 1, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 308 individual clients. By Form ADV it is a wealth manager, ranked 7,565th of 8,915 wealth managers and 14,547th of 17,210 SEC-registered advisers by assets.
bensonwm.comAs filed on Form ADV
- Regulatory AUM
- $125M
- Rank among wealth managers
- #7,565 of 8,915
- Rank among all SEC RIAs
- #14,547 of 17,210
- Individual clients
- 308
- High-net-worth clients
- 28
- Accounts
- 510
- Discretionary
- 100% of AUM
- Employees
- 2
- Advisory staff
- 2
- Offices
- 2
Owners and executives on its Form ADV
- Barrett O. BensonCco/investment Advisor Representative
Custody and brokerage
Broker-dealer
Hybrid RIA
Benson Wealth Management, Inc. is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Infinity Financial Services as the broker-dealer its advisers are registered with.
ctivities and Affiliations Broker-Dealer or Representative Registration BWM is not registered as a broker- dealer, however, President Barrett Benson is a registered representative of Infinity Financial Services, a FINRA/SIPC broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 28 | $73M | 58% |
| Individuals | 280 | $52M | 42% |
Disciplinary disclosures
Benson Wealth Management, Inc. answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗bensonwm.com ↗
AtlasMembers
The full record on Benson Wealth Management, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 4,887 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Benson Wealth Management, Inc. manage?
Benson Wealth Management, Inc. reports $125 million in regulatory assets under management across 510 accounts, 100% of it on a discretionary basis, on its Form ADV filed October 1, 2026.
What kind of firm is Benson Wealth Management, Inc.?
Benson Wealth Management, Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Benson Wealth Management, Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($73 million, 28 clients); individuals ($52 million, 280 clients).
Does Benson Wealth Management, Inc. have any disciplinary history?
Benson Wealth Management, Inc. answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Benson Wealth Management, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-07), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →