SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Wealth Benefit Advisors, LLC
Houston, TX
CRD 319324
Firm filing updated April 7, 2026 ·
- $380.9MAssets
- 2Advisory staff
- 487Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals88
- High net worth individuals62
- Corporations or other businesses18
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 88 | $30.7 million |
| High net worth individuals | 62 | $246.3 million |
| Charitable organizations | Fewer than 5 clients | $676,313 |
| Corporations or other businesses not listed above | 18 | $81.3 million |
| Other: "TRUSTS" | 19 | $21.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Assets and accounts
- Regulatory assets$380.9 million
- Accounts487
- Discretionary$334.5 million · 374 accounts
- Non-discretionary$46.4 million · 113 accounts
People
- Employees5
- Advisory staff2
- Broker-dealer reps2
- Licensed insurance agents2
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 319324, SEC file 801-123705.
- Registered with the SEC as an investment advisor (status date on record: April 14, 2022).
Is Wealth Benefit Advisors, LLC a fiduciary?
Short answer: Wealth Benefit Advisors, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 2 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
2 staff are licensed insurance agents.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.