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Benson Wealth Management, Inc.

● SEC registered since 2026CRD 318898SEC# 801-135748
Export (members)
Reg. AUM
$116M
Employees
2
Accounts
281
Location
—

Benson Wealth Management, Inc. assets under management

Benson Wealth Management, Inc. operates as an SEC-registered investment adviser. The firm has been registered since 2026. It reports $116 million in regulatory assets under management and employs 2 people.
www.bensonwm.comView on SEC.gov ↗

Benson Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Barrett Oliver Benson ControlCco/Investment Advisor RepresentativeOver 75%2014

Frequently asked questions

How much does Benson Wealth Management, Inc. manage?

Benson Wealth Management, Inc. reports $116 million in regulatory assets under management on its Form ADV.

How many employees does Benson Wealth Management, Inc. have?

Benson Wealth Management, Inc. reports 2 employees.

Does Benson Wealth Management, Inc. disclose fund performance?

Benson Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(530) 891-0719
Office hoursM-Th 8-4, F 8-12
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$116M
Non-discretionary$0
Total (RAUM)$116M