| Name | Title | Ownership | Since |
|---|---|---|---|
| Dianne Luana Herreira Control | Chief Compliance Officer | Under 5% | 2023 |
| Frank Idrees Control | Managing Principal | Over 75% | 2022 |
Wealth Benefit Advisors, LLC reports $307 million in regulatory assets under management on its Form ADV.
Wealth Benefit Advisors, LLC reports 4 employees.
Wealth Benefit Advisors, LLC is based in Houston, TX and has been SEC-registered since 2022.
Wealth Benefit Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1225 North Loop West, Suite 815, Houston, TX 77008 |
| Phone | 713-980-9100 |
| Fax | 713-980-9122 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $270M |
| Non-discretionary | $37M |
| Total (RAUM) | $307M |