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BENCHMARK FINANCIAL WEALTH ADVISORS LLC
CRD 287966File 801-110764
APPROVED
Retail clients
Custody
Filing as of May 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$766.1M
Above cohort median (national)
Discretionary AUM
$766.1M
Clients
366
1,067 accounts
Employees
14
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 7, 2017
- Principal office
- 2351 NW BOCA RATON BLVD., SUITE 100, BOCA RATON, FL, 33431
- Phone
- (561) 416-2992
- Website
- HTTPS://WWW.BFLLC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $766.1M
- Discretionary AUM
- $766.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,067
- Non-discretionary accounts
- 0
- Total accounts
- 1,067
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.5M |
| Charitable organizations | Fewer than 5 | $1.3M |
| High net worth individuals | 110 | $567.4M |
| Pension and profit sharing plans | Fewer than 5 | $6.1M |
| Individuals (other than high net worth individuals) | 251 | $187.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PROJECT BASED FEES- RESEARCH FEE FOR ALTERNATIVES CONSULTING FEE
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 14 | increased by4 |
| Apr 1, 2026 | Clients | 387 | 366 | decreased by21 |
| Apr 1, 2026 | AUM | $721,666,983 | $766,078,294 | increased by$44,411,311 |
| Apr 1, 2026 | Accounts | 1,114 | 1,067 | decreased by47 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 10 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 322 | 387 | increased by65 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $440,048,860 | $721,666,983 | increased by$281,618,123 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 811 | 1,114 | increased by303 |
| Apr 1, 2022 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2022 | Clients | 326 | 322 | decreased by4 |
| Apr 1, 2022 | AUM | $317,481,262 | $440,048,860 | increased by$122,567,598 |
| Apr 1, 2022 | Accounts | 748 | 811 | increased by63 |
| Jan 1, 2022 | Employees | 5 | 7 | increased by2 |
| Aug 1, 2021 | Disclosures | Yes | No | |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BENCHMARK FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BENCHMARK FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.