Data / Investment advisers / Texas / Wealth Benefit Advisors, LLC
Wealth Benefit Advisors, LLC, Houston, TX: $381 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Wealth Benefit Advisors, LLC is an SEC registered investment adviser with its main office in Houston, Texas and reports $381 million in regulatory assets under management in its Form ADV filed April 7, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management.
The request: Watch Wealth Benefit Advisors, LLC (CRD number 319324): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 319324
- SEC file number
- 801-123705
- SEC status
- Approved, effective April 14, 2022
- Main office
- 1225 North Loop West Suite 815, Houston, TX 77008
- Phone
- (713) 980-9100
- Website
- wealthbenefit.com
- Regulatory AUM
- $380,870,591 in the Form ADV filed April 7, 2026
- Discretionary AUM
- $334,459,892
- Non discretionary AUM
- $46,410,699
- Accounts
- 487
- Employees
- 5, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 7, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 62 | $246.3 million |
| Corporations or other businesses | 18 | $81.3 million |
| Individuals (other than high net worth individuals) | 88 | $30.7 million |
| Charitable organizations | Fewer than 5 | $676,313 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $380.9 million | March 6, 2026 |
| December 1, 2025 | $307 million | March 19, 2025 |
Other advisers in Houston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Zarvona Energy LLC | Houston | $423.1 million | 5 | adviserinfo.sec.gov |
| Fruth Investment Management | Houston | $417.8 million | Not listed | adviserinfo.sec.gov |
| Rog IX, LLC | Houston | $401 million | Not listed | adviserinfo.sec.gov |
| Ka Credit Advisors II, LLC | Houston | $395.2 million | Not listed | adviserinfo.sec.gov |
| Post Oak Private Wealth Advisors | Houston | $390.9 million | Not listed | adviserinfo.sec.gov |
| Fortiter Wealth Management, LLC | Houston | $379.9 million | Not listed | adviserinfo.sec.gov |
| Juniper Capital Investment Management, L.P. | Houston | $370.8 million | 2 | adviserinfo.sec.gov |
| Camden Wealth Advisors LLC | Houston | $366.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Houston, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Wealth Benefit Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.