| Name | Title | Ownership | Since |
|---|---|---|---|
| Collin Kenneth Randall Control | President And Chief Compliance Officer | Over 75% | 2022 |
| Wendy Helene Bennett Control | Secretary And Treasurer | 25-50% | 2022 |
Bennett Associates Wealth Management reports $144.8 million in regulatory assets under management on its Form ADV.
Bennett Associates Wealth Management reports 4 employees.
Bennett Associates Wealth Management is based in Butler, PA and has been SEC-registered since 2022.
Bennett Associates Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 122 S Washington Street, Butler, PA 16001 |
| Phone | 724-602-0075 |
| Fax | 724-256-5604 |
| Office hours | 9:00 a.m.- 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 2011901 |
| Discloses disciplinary history | No |
| Discretionary | $128.2M |
| Non-discretionary | $16.6M |
| Total (RAUM) | $144.8M |