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WEALTH BENEFIT ADVISORS, LLC
CRD 319324File 801-123705
APPROVED
Retail clients
Filing as of Apr 7, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$380.9M
Below cohort median (national)
Discretionary AUM
$334.5M
Non-discretionary $46.4M
Clients
168
487 accounts
Employees
5
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 14, 2022
- Principal office
- 1225 NORTH LOOP WEST, SUITE 815, HOUSTON, TX, 77008
- Phone
- 713-980-9100
- Website
- HTTPS://WEALTHBENEFIT.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $380.9M
- Discretionary AUM
- $334.5M
- Non-discretionary AUM
- $46.4M
- Discretionary accounts
- 374
- Non-discretionary accounts
- 113
- Total accounts
- 487
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 18 | $81.3M |
| Charitable organizations | Fewer than 5 | $676K |
| High net worth individuals | 62 | $246.3M |
| Individuals (other than high net worth individuals) | 88 | $30.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 187 | 168 | decreased by19 |
| Apr 1, 2026 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2026 | Clients | 170 | 187 | increased by17 |
| Apr 1, 2026 | AUM | $306,991,305 | $380,870,591 | increased by$73,879,286 |
| Apr 1, 2026 | Accounts | 461 | 487 | increased by26 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 4 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 136 | 170 | increased by34 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $182,415,725 | $306,991,305 | increased by$124,575,580 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 294 | 461 | increased by167 |
| Sep 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Sep 1, 2022 | AUM | $0 | $182,415,725 | increased by$182,415,725 |
| Sep 1, 2022 | Accounts | 0 | 294 | increased by294 |
| May 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WEALTH BENEFIT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEALTH BENEFIT” 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.