WEALTH BENEFIT ADVISORS, LLC
Adviser information for WEALTH BENEFIT ADVISORS, LLC last updated from Form ADV on March 5th, 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 | Texas, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 2 |
| 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 | 359 | $236.0M |
| Non-Discretionary | 73 | $25.9M |
| Total | 432 | $262.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 89 | $33.3M |
| HNW Individuals | 43 | $139.3M |
| 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 | 2 | $1.8M |
| Charitable organizations | 0 | $0 |
| 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 | 15 | $81.5M |
| Other | 17 | $6.0M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-123705 |
|---|---|
| SEC ERA File Number | 801-123705 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 319324 |
| Legal Entity Identifier | None |
Principal Office
1225 NORTH LOOP WESTSUITE 815
HOUSTON
TX
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 713-980-9100, Fax: 713-980-9122
Chief Compliance Officer
DIANNE HERREIRA
1225 NORTH LOOP WEST
SUITE 815
HOUSTON
TX
United States
Tel:
713-980-9100
Fax:
713-980-9122
D*@****************M
(Full email address available in API data)
Regulatory Contact
FRANK IDREES
MANAGING PRINCIPAL
1225 NORTH LOOP WEST
SUITE 815
HOUSTON
TX
United States
Tel:
713-980-9100
F*@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| IDREES, FRANK | Individual | – | MANAGING PRINCIPAL | 04/2022 | > 75% |
| Herreira, Dianne, Luana | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2023 | < 5% |