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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BENCHMARK FINANCIAL WEALTH ADVISORS LLC

CRD 287966

BOCA RATON, FL

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:e47acd36-6ec9-ab7a-c04d-5f57088a7941

Data as of May 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 7
On other graphs: 0
Observed: Jun 6, 2017 to May 18, 2026
43 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: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $766MItem 5.F on the latest filing (2026-05-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $766M
Private client RAUM: $755MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $109Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 7
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 1,067
Individual clients: 251
High net worth clients: 110
Custody, client assets: $53.8M
SEC number: 801-110764
CIK: 1757706
CRD: 287966
Filings on the tape: 43
First filed: Jun 6, 2017
Latest filed: May 18, 2026
Organised: Limited Liability Company, FL
Website: bfllc.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ROGER STEVEN KALINA	Certified Financial Planner\|Chartered Financial Consultant	BOCA RATON, FL \| Woodbridge, NJ	9	33	3	no
Willard Dudley Schoch	n/a	Woodbridge, NJ \| BOCA RATON, FL	4	12	n/a	no
Alexander Ligeti	Certified Financial Planner\|Chartered Financial Analyst	Woodbridge, NJ \| BOCA RATON, FL	3	10	n/a	no
Alex Manolakos	n/a	BOCA RATON, FL \| Woodbridge, NJ	3	14	n/a	no
Thomas Jedrej	n/a	BOCA RATON, FL \| Woodbridge, NJ	2	15	n/a	no
Lawson P Wlodkowski	n/a	BOCA RATON, FL	1	13	1	no
JOSEPH F SCUTELLARO	n/a	BOCA RATON, FL \| Brick, NJ	0	27	2	no

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
BENCHMARK FINANCIAL GROUP INC	Owner	D	yes	01/1999	Mar 24, 2020	Mar 28, 2024
BENCHMARK FINANCIAL GROUP, LLC	Owner	D	yes	04/2018	Apr 20, 2018	Mar 28, 2024
DASZKAL, MICHAEL, ISSAC	Member	D	yes	12/2014	Jun 6, 2017	Mar 28, 2024
DB BENCHMARK, LLC	Owner	C	yes	02/2017	Jun 6, 2017	Mar 28, 2024
DEVLIN, TIMOTHY, ROBERT	Member	D	yes	12/2014	Jun 6, 2017	Mar 28, 2024
KALINA, ROGER, STEVEN	MANAGING MEMBER	E	yes	01/1999	Jun 6, 2017	Mar 28, 2024
KALINA, ROGER, STEVEN	Member	F	yes	01/1999	Jun 6, 2017	Mar 28, 2024
KALINA, ROGER, STEVEN	CHIEF COMPLIANCE OFFICER	Na	yes	02/2017	Jun 6, 2017	Mar 28, 2024
PIEDT, PHILIP, NATHANAEL	Member	E	yes	05/2012	Apr 20, 2018	Mar 28, 2024
MP HOLDINGS	Owner	Na	no	03/2019	Mar 20, 2019	Mar 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BENCHMARK FINANCIAL BENEFITS & RISK SERVICES LLC	n/a	n/a	n/a	N	yes	n/a
BENCHMARK FINANCIAL INSURANCE ADVISORS LLC	n/a	n/a	n/a	N	yes	n/a

Offices

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

City	State	Country	Employees	Also broker-dealer
Jupiter	FL	United States	5	no
Sunrise	FL	United States	5	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; showing 9 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 3, 2026	$766M	$766M	14	6	2	n/a	n/a
2024	Mar 20, 2025	$722M	$722M	10	5	2	n/a	n/a
2023	Mar 28, 2024	$549M	$549M	10	5	2	n/a	n/a
2022	Mar 8, 2023	$617M	$615M	9	4	2	n/a	n/a
2021	Mar 23, 2022	$440M	$437M	8	4	2	n/a	n/a
2020	Mar 23, 2021	$317M	$317M	5	3	2	n/a	n/a
2019	Mar 24, 2020	$245M	$245M	7	4	2	n/a	n/a
2018	Mar 20, 2019	$201M	$201M	7	3	2	n/a	n/a
2017	Mar 2, 2018	$176M	$176M	5	4	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	3	2

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
2025	$766M	$722M	6.2%	$617M	7.5%	14	10	3	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PROFESSIONAL PLANNING SERVICES	2	Jul 13, 2017	Jul 17, 2017	HOLBROOK, NY	Team lift out	Other	13.3%

Relationships

Registered with (13)

← JOSEPH F SCUTELLAROAdvisorregistration: current employment
Feb 25, 2026 to presentfactForm ADV
← Lawson P WlodkowskiAdvisorregistration: current employment
Sep 4, 2025 to presentfactForm ADV
← Thomas JedrejAdvisorregistration: current employment
May 13, 2024 to presentfactForm ADV
← Alex ManolakosAdvisorregistration: current employment
Sep 1, 2023 to presentfactForm ADV
← Alexander LigetiAdvisorregistration: current employment
Oct 20, 2022 to presentfactForm ADV
← Willard Dudley SchochAdvisorregistration: current employment
Oct 5, 2021 to presentfactForm ADV
← ROGER STEVEN KALINAAdvisorregistration: current employment
Jul 17, 2017 to presentfactForm ADV
← PHILIP NATHANAEL PIEDTAdvisorregistration: previous registration
Jul 17, 2017 to Dec 19, 2024factForm ADV
← Jose BaezAdvisorregistration: previous registration
Apr 29, 2024 to Sep 7, 2024factForm ADV
← Yulia DanceAdvisorregistration: previous registration
Sep 29, 2021 to Jan 24, 2022factForm ADV
← DANIEL R LEVENEAdvisorregistration: previous registration
May 12, 2021 to Dec 4, 2021factForm ADV
← DANIEL JASON SEGALAdvisorregistration: previous registration
Jul 17, 2017 to Dec 31, 2020factForm ADV
← DAN CHRISTIAN ROEHMAdvisorregistration: previous registration
Oct 6, 2017 to Jul 3, 2018factForm ADV

Controls (6)

← KALINA, ROGER, STEVENOwnerMANAGING MEMBER, ownership code E, individual
Jun 6, 2017 to Mar 28, 2024factForm ADV
← DASZKAL, MICHAEL, ISSACOwnerMEMBER, ownership code D, individual
Jun 6, 2017 to Mar 28, 2024factForm ADV
← PIEDT, PHILIP, NATHANAELOwnerMEMBER, ownership code E, individual
Apr 20, 2018 to Mar 28, 2024factForm ADV
← DEVLIN, TIMOTHY, ROBERTOwnerMEMBER, ownership code D, individual
Jun 6, 2017 to Mar 28, 2024factForm ADV
← BENCHMARK FINANCIAL GROUP INCOwnerOWNER, ownership code D, domestic entity
Mar 24, 2020 to Mar 28, 2024factForm ADV
← DB BENCHMARK, LLCOwnerOWNER, ownership code C, domestic entity
Jun 6, 2017 to Mar 28, 2024factForm ADV

Owns (1)

← MP HOLDINGSOwnerOWNER, ownership code NA, domestic entity
Mar 20, 2019 to Mar 28, 2024factForm ADV

Moved with (1)

← PROFESSIONAL PLANNING SERVICESRegistered adviser2 advisors, team lift out, same day
Jul 13, 2017 to Jul 17, 2017factForm ADV

Dated events

Occurred
Mar 20, 2025
Regulatory AUM changed
Benchmark Financial Wealth Advisors Llc reported RAUM $721.7M, up 31% from $549.0M (2024-03-28 to 2025-03-20)
Form ADVobserved 6 days ago
$173M
Occurred
Dec 19, 2024
Advisor changed firm
Philip Nathanael Piedt left Benchmark Financial Wealth Advisors Llc for Kovack Advisors, Inc. (registered 2024-12-26)
Form ADVobserved 6 days ago
Occurred
Sep 7, 2024
Advisor changed firm
Jose Baez left Benchmark Financial Wealth Advisors Llc for Citigroup Global Markets Inc. (registered 2025-05-08)
Form ADVobserved 6 days ago
Occurred
Mar 8, 2023
Regulatory AUM changed
Benchmark Financial Wealth Advisors Llc reported RAUM $616.7M, up 40% from $440.0M (2022-10-28 to 2023-03-08)
Form ADVobserved 6 days ago
$177M
Occurred
Mar 23, 2022
Regulatory AUM changed
Benchmark Financial Wealth Advisors Llc reported RAUM $440.0M, up 39% from $317.5M (2021-12-21 to 2022-03-23)
Form ADVobserved 6 days ago
$123M
Occurred
Jan 24, 2022
Advisor changed firm
Yulia Dance left Benchmark Financial Wealth Advisors Llc for Jackson Wealth Management, Llc (registered 2022-02-03)
Form ADVobserved 6 days ago
Occurred
Jun 6, 2017
First Form ADV filing
Benchmark Financial Wealth Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e47acd36-6ec9-ab7a-c04d-5f57088a7941
First observed: Jun 6, 2017
Last observed: May 18, 2026 4 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 FINANCIAL WEALTH ADVISORS LLC

CRD 287966

BOCA RATON, FL

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:e47acd36-6ec9-ab7a-c04d-5f57088a7941

Data as of May 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:11 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROGER STEVEN KALINA

Certified Financial Planner|Chartered Financial Consultant

BOCA RATON, FL | Woodbridge, NJ

Willard Dudley Schoch

n/a

Woodbridge, NJ | BOCA RATON, FL

n/a

Alexander Ligeti

Certified Financial Planner|Chartered Financial Analyst

Woodbridge, NJ | BOCA RATON, FL

n/a

Alex Manolakos

n/a

BOCA RATON, FL | Woodbridge, NJ

n/a

Thomas Jedrej

n/a

BOCA RATON, FL | Woodbridge, NJ

n/a

Lawson P Wlodkowski

n/a

BOCA RATON, FL

JOSEPH F SCUTELLARO

n/a

BOCA RATON, FL | Brick, NJ

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BENCHMARK FINANCIAL GROUP INC

Owner

yes

01/1999

Mar 24, 2020

Mar 28, 2024

BENCHMARK FINANCIAL GROUP, LLC

Owner

yes

04/2018

Apr 20, 2018

Mar 28, 2024

DASZKAL, MICHAEL, ISSAC

Member

yes

12/2014

Jun 6, 2017

Mar 28, 2024

DB BENCHMARK, LLC

Owner

yes

02/2017

Jun 6, 2017

Mar 28, 2024

DEVLIN, TIMOTHY, ROBERT

Member

yes

12/2014

Jun 6, 2017

Mar 28, 2024

KALINA, ROGER, STEVEN

MANAGING MEMBER

yes

01/1999

Jun 6, 2017

Mar 28, 2024

KALINA, ROGER, STEVEN

Member

yes

01/1999

Jun 6, 2017

Mar 28, 2024

KALINA, ROGER, STEVEN

CHIEF COMPLIANCE OFFICER

yes

02/2017

Jun 6, 2017

Mar 28, 2024

PIEDT, PHILIP, NATHANAEL

Member

yes

05/2012

Apr 20, 2018

Mar 28, 2024

MP HOLDINGS

Owner

03/2019

Mar 20, 2019

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BENCHMARK FINANCIAL BENEFITS & RISK SERVICES LLC

n/a

yes

n/a

BENCHMARK FINANCIAL INSURANCE ADVISORS LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Jupiter

United States

Sunrise

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 3, 2026

$766M

n/a

2024

Mar 20, 2025

$722M

n/a

2023

Mar 28, 2024

$549M

n/a

2022

Mar 8, 2023

$617M

$615M

n/a

2021

Mar 23, 2022

$440M

$437M

n/a

2020

Mar 23, 2021

$317M

n/a

2019

Mar 24, 2020

$245M

n/a

2018

Mar 20, 2019

$201M

n/a

2017

Mar 2, 2018

$176M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$766M

$722M

6.2%

$617M

7.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PROFESSIONAL PLANNING SERVICES

Jul 13, 2017

Jul 17, 2017

HOLBROOK, NY

Team lift out

Other

13.3%