Multi Family Office

Benchmark Wealth Advisory

Benchmark Wealth Advisory is a multi-family office headquartered in Baton Rouge, United States. Founded in 2020 by veteran adviser Tommy Bernard, its wealth originates from four decades of success in financial and estate planning .

Benchmark Wealth Advisory

Benchmark Wealth Advisory

Benchmark Wealth Advisory is a multi-family office headquartered in Baton Rouge, United States. Founded in 2020 by veteran adviser Tommy Bernard, its wealth originates from four decades of success in financial and estate planning . The firm offers integrated investment management, estate tax planning, and business-owner exit strategies for affluent families and entrepreneurs across the Gulf South.

General information

Firm type

Multi Family Office

Year founded

AUM

Location

Region

North America

Country

City

Baton Rouge

Corporate office

Frequently asked questions

What is Benchmark Wealth Advisory?

Benchmark Wealth Advisory is a multi family office headquartered in Baton Rouge.

Where is Benchmark Wealth Advisory headquartered?

Benchmark Wealth Advisory is headquartered in Baton Rouge, in the North America region.

What does Altss track for Benchmark Wealth Advisory?

Altss maintains an OSINT-verified profile of Benchmark Wealth Advisory covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Benchmark Wealth Advisory's website?

Benchmark Wealth Advisory's public website is benchmarkadvisory.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Benchmark Wealth Advisory?

Benchmark Wealth Advisory is classified by Altss as a Multi Family Office within the North America region.

How does Altss source intelligence on Benchmark Wealth Advisory?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

How fresh is the Altss profile for Benchmark Wealth Advisory?

Benchmark Wealth Advisory's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.

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