Benson Wealth Management, Inc.

Benson Wealth Management, Inc. (CRD# 318898) is a financial advisory firm headquartered in , . They manage $59,450,000 in 354 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.bensonwm.com/
By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    354
    ACCOUNTS
  • Average Account Value
    $167,938
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TN

Financial Advisors at Benson Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Barrett Benson, financial advisor Ooltewah TN
Barrett O. Benson
CRD#: 4013223
Ooltewah, TN

Barrett Benson (CRD# 4013223) is an Investment Advisor Representative working at Benson Wealth Management, Inc. in Ooltewah, TN and has over 22 years of experience in the finance industry.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals