| Name | Title | Ownership | Since |
|---|---|---|---|
| George Peter Harris Control | Principal Owner And Iar | 50-75% | 2024 |
| Steven Donald Witter Control | Chief Compliance Officer | 25-50% | 2024 |
Bentham Wealth Advisors Inc reports $92.5 million in regulatory assets under management on its Form ADV.
Bentham Wealth Advisors Inc reports 2 employees.
Bentham Wealth Advisors Inc is based in Williamsville, NY and has been SEC-registered since 2024.
Bentham Wealth Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 300 International Dr, Suite 100, Williamsville, NY 14221 |
| Phone | (716) 580-1500 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $92.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $92.5M |