BENCHMARK WEALTH MANAGEMENT, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Connecticut, United States

Employees

Total Number of Employees	4
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	3
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	2
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	759	$346.8M
Non-Discretionary	11	$15.3M
Total	770	$362.1M

Clients

Type	Number	RAUM
Individuals	176	$54.4M
HNW Individuals	96	$259.4M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	5	$15.3M
Charitable organizations	5	$15.0M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	6	$17.9M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	251-500

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businesses
Compensation	% of AUMHourly chargesFixed fees
Other Business Activities	Registered representative of a broker-dealerInsurance broker or agent

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	346.8M

Portfolio Manager to Program	Sponsor
BENCHMARK WEALTH MANAGEMENT WRAP FEE PROGRAM	BENCHMARK WEALTH MANAGEMENT, LLC

Identifiers

SEC RIA File Number	801-108489
SEC ERA File Number	801-108489
SEC CIK Numbers	1788241
SEC CRD Numbers	160192
Legal Entity Identifier	None

Principal Office

83 HALLS ROAD
SUITE 201
OLD LYME
CT
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic