WEALTH BENEFIT ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $380.9M |
| Discretionary | $334.5M88% of AUM |
| Non-Discretionary | $46.4M |
| Client Accounts | 487 |
| Avg Account Size | $782K |
| Employees | 5 |
| Peak AUM | $380.9MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $381M | +24.1% | +24.4% | — | |
| Discretionary AUM | $334M | ||||
Key Metrics
| Total AUM | $380.9M |
| Discretionary | $334.5M |
| Employees | 5 |
| Client Accounts | 487 |
Contact & Location
Address
1225 NORTH LOOP WEST
HOUSTON TX 77008
Phone
713-980-9100
Filing History
14 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$334M
87.8% of AUM
Non-Discretionary
$46M
12.2% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported