Benchmark Private Wealth Management, LLC

Benchmark Private Wealth Management, LLC (CRD# 170525) is a financial advisory firm headquartered in Dallas, TX. They manage $63,195,000 in 200 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $315,975
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Benchmark Private Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Wayne C. McCullough
CRD#: 3080829
7019 Hillcrest Ave., Dallas, TX 75205
96
Wealthminder
score

Wayne McCullough (CRD# 3080829) is an Investment Advisor Representative working at Benchmark Private Wealth Management, LLC in Dallas, TX and has over 18 years of experience in the finance industry. Wayne McCullough has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Rawles F. Bell
CRD#: 5807891
7019 Hillcrest Ave., Dallas, TX 75205
90
Wealthminder
score

Rawles Bell (CRD# 5807891) is an Investment Advisor Representative working at Benchmark Private Wealth Management, LLC in Dallas, TX and has over 4 years of experience in the finance industry.

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