Bennett Associates Wealth Management

It is neither. Public record shows it operates as an independent registered investment advisor (RIA) serving multiple individual and family clients in a retail wealth-management capacity, not as a dedicated office for one or several ultra-high-net-worth families.

There is no public evidence of direct private-market investing. The firm's core function is traditional financial planning and managed-account investment advisory, which typically means access to publicly traded securities, mutual funds, and ETFs rather than direct co-investments or proprietary deal flow.

Like most independent RIAs, Bennett Associates does not custody assets itself. Client accounts are held at third-party custodians—likely one of the major RIA custodians such as Charles Schwab, Fidelity, or Pershing, though the specific custodian is not publicly confirmed.

The firm's compensation model is not publicly detailed, but the standard for independent RIAs is a fee-only structure based on a percentage of assets under management, hourly charges, or flat retainer fees, consistent with fiduciary obligations that prohibit commission-based conflicts where full disclosure is not made.

Specific principals are not publicly named in available records. Independent advisory firms in this region are often founded by advisors who previously worked at larger broker-dealers or trust departments, then established independent practices to gain autonomy over investment philosophy and client service.