Be advised. This firm is no longer registered.

Benchmark Private Wealth Management, LLC

Benchmark Private Wealth Management, LLC (CRD# 170525) is a financial advisory firm headquartered in Dallas, TX. They manage $604,403,865 in 433 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7019 Hillcrest Ave., Dallas, TX 75205
http://www.benchmarkpwm.com
By the Numbers
  • Total Assets Under Management
    604
    MILLION
  • Total Number of Accounts
    433
    ACCOUNTS
  • Average Account Value
    $1,395,852
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Benchmark Private Wealth Management, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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