BENCHMARK FINANCIAL WEALTH ADVISORS LLC

Adviser information for BENCHMARK FINANCIAL WEALTH ADVISORS LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

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

Employees

Total Number of Employees 10
Investment Advisory/Research 5
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 5
Licensed Agents of an Insurance Company 3
No. of Firms/People that Solicit Clients 2

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,004 $549.0M
Non-Discretionary 0 $0
Total 1,004 $549.0M

Clients

Type Number RAUM
Individuals 248 $155.9M
HNW Individuals 105 $370.5M
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 $10.9M
Charitable organizations <5 $10.9M
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 <5 $834,535
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed feesPROJECT BASED FEES- RESEARCH FEE FOR ALTERNATIVES
Other Business Activities Insurance broker or agent

Identifiers

SEC RIA File Number 801-110764
SEC ERA File Number 801-110764
SEC CIK Numbers 1757706
SEC CRD Numbers 287966
Legal Entity Identifier None

Principal Office

2351 NW BOCA RATON BLVD.
SUITE 100
BOCA RATON
FL
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: (561) 416-2992, Fax: (561) 416-2993

Chief Compliance Officer

ROGER KALINA
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
2351 NW BOCA RATON BLVD.
SUITE 100
BOCA RATON
FL
United States
Tel: (561) 872-2035
Fax: (561) 416-2993
(Full email address available in API data)

Regulatory Contact

ANDREA SPRIDIK
OPERATIONS MANAGER
2351 NW BOCA RATON BLVD
SUITE 100
BOCA RATON
FL
United States
Tel: 561-872-2034
Fax: 561-416-2993
(Full email address available in API data)

Industry Affiliates

BENCHMARK FINANCIAL BENEFITS & RISK SERVICES LLC Insurance company or agency
BENCHMARK FINANCIAL INSURANCE ADVISORS LLC Insurance company or agency

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
KALINA, ROGER, STEVEN Individual CHIEF COMPLIANCE OFFICER 02/2017 < 5%
DB BENCHMARK, LLC Domestic Entity OWNER 02/2017 25-50%
DASZKAL, MICHAEL, ISSAC Individual DB BENCHMARK, LLC MEMBER 12/2014 50-75%
DEVLIN, TIMOTHY, ROBERT Individual DB BENCHMARK, LLC MEMBER 12/2014 50-75%
BENCHMARK FINANCIAL GROUP, LLC Domestic Entity OWNER 04/2018 50-75%
KALINA, ROGER, STEVEN Individual BENCHMARK FINANCIAL GROUP, LLC MEMBER 01/1999
MP HOLDINGS Domestic Entity OWNER 03/2019 < 5%
PIEDT, PHILIP, NATHANAEL Individual MP HOLDINGS MEMBER 05/2012 > 75%
BENCHMARK FINANCIAL GROUP INC Domestic Entity OWNER 01/1999 50-75%
KALINA, ROGER, STEVEN Individual BENCHMARK FINANCIAL GROUP INC MANAGING MEMBER 01/1999 > 75%

No. Employees, Historic

105020192020202120222023202420257 on 9/18/20197 on 3/24/20207 on 5/26/20207 on 6/16/20207 on 10/15/20206 on 12/4/20205 on 3/23/20215 on 7/20/20215 on 8/26/20217 on 12/13/20217 on 12/21/20218 on 3/23/20228 on 5/24/20229 on 10/28/20229 on 3/8/20239 on 3/28/202310 on 4/28/20239 on 9/19/20239 on 11/1/202310 on 3/28/2024

RAUM, Historic

700M350M02019202020212022202320242025200838525 on 9/18/2019245187944 on 3/24/2020245187944 on 5/26/2020245187944 on 6/16/2020245187944 on 10/15/2020245187944 on 12/4/2020317481262 on 3/23/2021317481262 on 7/20/2021317481262 on 8/26/2021317481262 on 12/13/2021317481262 on 12/21/2021440048860 on 3/23/2022440048860 on 5/24/2022440048860 on 10/28/2022616727104 on 3/8/2023616727104 on 3/28/2023616727104 on 4/28/2023512872056 on 9/19/2023512872056 on 11/1/2023549017841 on 3/28/2024

No. Clients, Historic

40020002019202020212022202320242025307 on 9/18/2019340 on 3/24/2020340 on 5/26/2020340 on 6/16/2020340 on 10/15/2020340 on 12/4/2020326 on 3/23/2021326 on 7/20/2021326 on 8/26/2021326 on 12/13/2021326 on 12/21/2021322 on 3/23/2022322 on 5/24/2022322 on 10/28/2022385 on 3/8/2023385 on 3/28/2023385 on 4/28/2023352 on 9/19/2023352 on 11/1/2023360 on 3/28/2024

Holdings

From latest 13F, filed July 23rd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 357K 2K 0
ALPHABET INC CAP STK CL C 510K 3K 0
ALPHABET INC CAP STK CL A 2M 13K 0
ALTRIA GROUP INC COM 525K 12K 0
AMAZON COM INC COM 4M 21K 0
AMERICAN INTL GROUP INC COM NEW 689K 9K 0
AMGEN INC COM 374K 1K 0
APPLE INC COM 7M 35K 0
BANK AMERICA CORP COM 932K 23K 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 617K 2K 0
BLACKSTONE INC COM 916K 7K 0
BOEING CO COM 321K 2K 0
BRISTOL-MYERS SQUIBB CO COM 773K 19K 0
BROADCOM INC COM 657K 409 0
CHIPOTLE MEXICAN GRILL INC COM 247K 4K 0
CISCO SYS INC COM 446K 9K 0
COCA COLA CO COM 407K 6K 0
CORNING INC COM 319K 8K 0
COSTCO WHSL CORP NEW COM 754K 887 0
CROWDSTRIKE HLDGS INC CL A 335K 874 0
CVS HEALTH CORP COM 224K 4K 0
DANAHER CORPORATION COM 207K 827 0
ELI LILLY & CO COM 774K 855 0
EXXON MOBIL CORP COM 224K 2K 0
FERRARI N V COM 440K 1K 0
FLEXSHOPPER INC COM NEW 287K 224K 0
GARMIN LTD SHS 258K 2K 0
GEN DIGITAL INC COM 279K 11K 0
HOME DEPOT INC COM 670K 2K 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 5M 31K 0
INVESCO QQQ TR UNIT SER 1 943K 2K 0
ISHARES INC MSCI EQUAL WEITE 1M 16K 0
ISHARES TR CORE S&P TTL STK 22M 189K 0
ISHARES TR CORE S&P MCP ETF 4M 71K 0
ISHARES TR CORE S&P SCP ETF 10M 98K 0
ISHARES TR CORE S&P500 ETF 2M 3K 0
ISHARES TR RUS 1000 VAL ETF 538K 3K 0
ISHARES TR RUS 1000 GRW ETF 1M 4K 0
ISHARES TR RUSSELL 2000 ETF 5M 26K 0
ISHARES TR CORE S&P US VLU 243K 3K 0
ISHARES TR CORE S&P US GWT 1M 10K 0
ISHARES TR RUS TP200 GR ETF 11M 51K 0
ISHARES TR CORE MSCI TOTAL 463K 7K 0
ISHARES TR EXPONENTIAL TECH 208K 4K 0
ISHARES TR RUSEL 2500 ETF 4M 61K 0
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 358K 7K 0
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 952K 17K 0
JOHNSON & JOHNSON COM 211K 1K 0
JPMORGAN CHASE & CO. COM 603K 3K 0
LEGG MASON ETF INVT FRANKLIN INTL LW 2M 54K 0
LOWES COS INC COM 238K 1K 0
MARRIOTT INTL INC NEW CL A 2M 6K 0
MCDONALDS CORP COM 250K 983 0
MERCK & CO INC COM 758K 6K 0
META PLATFORMS INC CL A 2M 3K 0
MICROSOFT CORP COM 5M 11K 0
NOVO-NORDISK A S ADR 241K 2K 0
NVIDIA CORPORATION COM 8M 67K 0
PACER FDS TR US CASH COWS 100 12M 227K 0
PACKAGING CORP AMER COM 305K 2K 0
PFIZER INC COM 431K 15K 0
PHILIP MORRIS INTL INC COM 274K 3K 0
PIMCO ETF TR INTER MUN BD ACT 2M 29K 0
PROCTER AND GAMBLE CO COM 272K 2K 0
QUALCOMM INC COM 418K 2K 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 7M 95K 0
SCHWAB STRATEGIC TR INTL EQTY ETF 28M 732K 0
SELECT SECTOR SPDR TR TECHNOLOGY 1M 6K 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 11M 78K 0
SELECT SECTOR SPDR TR SBI INT-UTILS 212K 3K 0
SPDR GOLD TR GOLD SHS 294K 1K 0
SPDR S&P 500 ETF TR TR UNIT 35M 64K 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 4M 8K 0
TEXAS INSTRS INC COM 272K 1K 0
UNION PAC CORP COM 362K 2K 0
UNITEDHEALTH GROUP INC COM 372K 730 0
VANECK ETF TRUST SEMICONDUCTR ETF 427K 2K 0
VANGUARD INDEX FDS TOTAL STK MKT 32M 119K 0
VANGUARD INDEX FDS VALUE ETF 284K 2K 0
VANGUARD INDEX FDS MID CAP ETF 6M 27K 0
VANGUARD INDEX FDS S&P 500 ETF SHS 754K 2K 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 4M 60K 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 763K 15K 0
VANGUARD WORLD FD INF TECH ETF 240K 416 0
VERIZON COMMUNICATIONS INC COM 272K 7K 0
VISA INC COM CL A 887K 3K 0
WALMART INC COM 676K 10K 0
WASTE MGMT INC DEL COM 551K 3K 0
WELLS FARGO CO NEW COM 454K 8K 0
WILLIAMS SONOMA INC COM 355K 1K 0