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WEALTH BENEFIT ADVISORS, LLC
CRD 319324File 801-123705
APPROVED
Retail clients
Filing as of Apr 7, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 187 | 168 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.