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Building 2BENSON WEALTH MANAGEMENT, INC.

Map pin
Phone(530) 891-0719
NotebookSEC #801-135748
Total AUM
$116M
Employees
2
Clients
215

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
M-TH 8-4, F 8-12
Monday - Friday
Phone
(530) 891-0719
Other Offices
1

ReceiptFinancials

Total AUM
$116M
Accounts
281
Discretionary
$116M
Accounts
281
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
200
AUM
$76M
HNW Individual Clients
15
AUM
$40M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CATN

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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