Dakota
Dakota
Book a Demo
Talk to an Expert

Benda & Co. Private Wealth

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Des Moines
CRD Number
Website bendawealth.com
Client types

Overview

Benda & Co. Private Wealth is a Des Moines-based advisory boutique operating as a specialized team within the Savvy Advisors RIA platform. The firm focuses on "activating legacies" for high-net-worth individuals and business owners through a three-step process: Realize, Recognize, and Reward. Their approach integrates deep financial planning with personal values, moving beyond traditional portfolio management to address multi-generational significance and impact. The firm utilizes the parent company's AI-augmented technology to streamline operations while maintaining a high-touch, partner-led service model.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy