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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

BENCHMARK WEALTH MANAGEMENT, LLC

CRD 160192

OLD LYME, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7a329b4f-78d3-6a5a-d414-75be33b2f2f9

Data as of Aug 19, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Sep 29, 2016 to Aug 19, 2025
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $430MItem 5.F on the latest filing (2025-08-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $406M
Private client RAUM: $370MderivedItem 5.D individuals plus high net worth individuals
Private client share: 86%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 767
Individual clients: 169
High net worth clients: 101
Custody, client assets: $31.1M
SEC number: 801-108489
CIK: 1788241
CRD: 160192
Filings on the tape: 20
First filed: Sep 29, 2016
Latest filed: Aug 19, 2025
Organised: Limited Liability Company, CT
Website: benchmarkwealthmgmt.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRITT, THOMAS, JOSEPH	PARTNER AND CHIEF COMPLIANCE OFFICER	Na	yes	08/2016	Sep 29, 2016	Sep 18, 2024
MERCER GLOBAL ADVISORS INC.	PARENT COMPANY	E	yes	08/2024	Sep 18, 2024	Sep 18, 2024
STOUT, RICHARD, W	PARTNER AND MANAGING MEMBER	Na	yes	08/2016	Sep 29, 2016	Sep 18, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Naples	FL	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 25, 2025	$430M	$406M	4	2	1	n/a	n/a
2023	Mar 20, 2024	$362M	$347M	4	2	1	n/a	n/a
2022	Mar 23, 2023	$341M	$299M	4	2	1	n/a	n/a
2021	Mar 8, 2022	$355M	$301M	4	2	1	n/a	n/a
2020	Mar 30, 2021	$308M	$262M	4	2	1	n/a	n/a
2019	Mar 28, 2020	$324M	$281M	4	2	1	n/a	n/a
2018	Mar 22, 2019	$257M	$220M	4	2	1	n/a	n/a
2017	Mar 16, 2018	$248M	$221M	4	2	1	n/a	n/a
2016	Jan 23, 2017	$152M	$152M	3	2	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$430M	$362M	18.8%	$355M	6.6%	4	4	1	1

Relationships

Registered with (1)

← THOMAS JOSEPH BRITTAdvisorregistration: previous registration
Nov 14, 2016 to Sep 10, 2025factForm ADV

Controls (3)

← MERCER GLOBAL ADVISORS INC.OwnerPARENT COMPANY, ownership code E, domestic entity
Sep 18, 2024 to Sep 18, 2024factForm ADV
← BRITT, THOMAS, JOSEPHOwnerPARTNER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 29, 2016 to Sep 18, 2024factForm ADV
← STOUT, RICHARD, WOwnerPARTNER AND MANAGING MEMBER, ownership code NA, individual
Sep 29, 2016 to Sep 18, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 10, 2025
Advisor changed firm
Thomas Joseph Britt left Benchmark Wealth Management, Llc for Mercer Global Advisors Inc. (registered 2024-09-16)
Form ADVobserved 5 days ago
Occurred
Sep 29, 2016
First Form ADV filing
Benchmark Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Dec 20, 2025
Benchmark Wealth Management, Llc no longer on the SEC adviser roster (last listed 2025-09-02, RAUM $430.0M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7a329b4f-78d3-6a5a-d414-75be33b2f2f9
First observed: Sep 29, 2016
Last observed: Aug 19, 2025 13 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BENCHMARK WEALTH MANAGEMENT, LLC

CRD 160192

OLD LYME, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7a329b4f-78d3-6a5a-d414-75be33b2f2f9

Data as of Aug 19, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:25 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRITT, THOMAS, JOSEPH

PARTNER AND CHIEF COMPLIANCE OFFICER

yes

08/2016

Sep 29, 2016

Sep 18, 2024

MERCER GLOBAL ADVISORS INC.

PARENT COMPANY

yes

08/2024

Sep 18, 2024

STOUT, RICHARD, W

PARTNER AND MANAGING MEMBER

yes

08/2016

Sep 29, 2016

Sep 18, 2024

City

State

Country

Employees

Also broker-dealer

Naples

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 25, 2025

$430M

$406M

n/a

2023

Mar 20, 2024

$362M

$347M

n/a

2022

Mar 23, 2023

$341M

$299M

n/a

2021

Mar 8, 2022

$355M

$301M

n/a

2020

Mar 30, 2021

$308M

$262M

n/a

2019

Mar 28, 2020

$324M

$281M

n/a

2018

Mar 22, 2019

$257M

$220M

n/a

2017

Mar 16, 2018

$248M

$221M

n/a

2016

Jan 23, 2017

$152M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$430M

$362M

18.8%

$355M

6.6%