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Wealth Benefit Advisors

EST. AUM
$380,870,591

CONTACTS

CLIENT ACCOUNTS
487

Firm Details

Metro area Houston
CRD Number 319324
Website wealthbenefit.com
Client types

Overview

Wealth Benefit Advisors, LLC is a Registered Investment Adviser based in Houston, Texas, established in April 2022, offering tailored investment advisory services to individuals and high-net-worth individuals with no minimum account size requirement. The firm operates as an independent consulting firm collaborating with businesses, individuals, and families, with approximately five decades of client service history delivering complex yet holistic strategies across investment, retirement, and legacy planning areas. Services include asset allocation strategies, investment product recommendations, and written investment strategies, with both discretionary and non-discretionary advisory services available through managed account programs. The firm also offers company-sponsored retirement plan consulting services.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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