Multi-Family OfficeRIA · CRD 318898SEC-Registered

Updated:

Benson Wealth Management

Benson Wealth Management, Inc. is an SEC-registered investment adviser since 2026. The firm manages approximately $116 million in regulatory assets.

Benson Wealth Management

Benson Wealth Management, Inc. is an SEC-registered investment adviser since 2026. The firm manages approximately $116 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

North America

Frequently asked questions

Who runs investment decisions at Benson Wealth Management?

No principal has been publicly named as the decision-maker. The firm's leadership team is not disclosed on available public sources, making it impossible to identify the CIO, CEO, or equivalent.

What investment stages or sectors does the firm target?

No sector or stage preferences have been disclosed. Without public filings or marketing materials, the firm's investment focus cannot be determined.

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

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