| Name | Title | Ownership | Since |
|---|---|---|---|
| Mercer Global Advisors Inc. Control | Parent Company | Over 75% | 2024 |
| Richard W Stout Control | Partner And Managing Member | Under 5% | 2016 |
| Thomas Joseph Britt Control | Partner And Chief Compliance Officer | Under 5% | 2016 |
Benchmark Wealth Management, LLC reports $430 million in regulatory assets under management on its Form ADV.
Benchmark Wealth Management, LLC reports 4 employees.
Benchmark Wealth Management, LLC is based in Old Lyme, CT.
Benchmark Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 83 Halls Road, Suite 201, Old Lyme, CT 06371 |
| Office hours | 9:00 a.m. - 5:00p.m. |
| Discloses disciplinary history | No |
| Discretionary | $405.9M |
| Non-discretionary | $24.1M |
| Total (RAUM) | $430M |