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.

Firm class

independent wealth managerderivedprivate_client_share=0.73 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0

Regulatory AUM

$381MItem 5.F on the latest filing (2026-04-07); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$334M

Private client RAUM

$277MderivedItem 5.D individuals plus high net worth individuals

Private client share

73%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$190Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

487

Individual clients

88

High net worth clients

62

SEC number

801-123705

CRD

319324

Filings on the tape

14

First filed

Mar 15, 2022

Latest filed

Apr 7, 2026

Organised

Limited Liability Company, TX

Website

wealthbenefit.com

• Occurred

  Aug 10, 2023
  Control person joined

  Luana Dianne Herreira (Chief Compliance Officer) appeared on Schedule A of Wealth Benefit Advisors, Llc

  Form ADVobserved 4 days ago
• Occurred

  Mar 15, 2022
  First Form ADV filing

  Wealth Benefit Advisors, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:85ada253-dfc7-a0ff-eb53-13afa655e372

First observed

Mar 15, 2022

Last observed

Apr 7, 2026 5 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.