DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Frank Idrees

Wealth Benefit Advisors, LLCindependent RIAHouston, Txdual registrantIAPD 2115734

Feed of 09/14/2026

Also filed as Farouk Idrees

At current firm

4 y

since Jun 30, 2022

In the industry

35 y

since Feb 1, 1991 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Principalreportedwealthbenefit.comfirm site, Sep 16, 2026
Founder: “As the Principal and Founder of Wealth Benefit Advisors, Frank is deeply committed to excellence and continuous learning and improvement.”reportedwealthbenefit.comthe sentence on the bio page
Partner or owner: “Frank Idrees Principal”reportedwealthbenefit.comthe sentence on the bio page
Professional profile: wealthbenefit.com/team/frank-idreesreportedwealthbenefit.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Wealth Benefit Advisors, LLC independent RIA current
since Jun 30, 2022 · Houston, Tx
Grove Point Advisors, LLC former
Apr 1, 2021 to Jun 30, 2022 · Rockville, Md
Greenleaf Advisors former
Jun 2, 2015 to Sep 12, 2016 · Houston, Tx
H. Beck, Inc. former
Mar 4, 2004 to Apr 1, 2021 · Houston, Tx
New England Securities Corporation former
Jul 3, 2002 to Mar 5, 2004 · Houston, Tx

Moves

a registration end followed by a registration begin elsewhere

Grove Point Advisors, LLC to Wealth Benefit Advisors, LLC
left Jun 30, 2022, registered Jun 30, 2022 (0 days) · Affiliated broker-dealer or bank to a newly registered adviser
H. Beck, Inc. to Greenleaf Advisors
left Apr 1, 2021, registered Jun 2, 2015 (-2130 days) · Other
Greenleaf Advisors to Grove Point Advisors, LLC
left Sep 12, 2016, registered Apr 1, 2021 (1662 days) · Other
New England Securities Corporation to H. Beck, Inc.
left Mar 5, 2004, registered Mar 4, 2004 (-1 days) · Other

Signals

Frank Idrees left Grove Point Advisors, Llc for Wealth Benefit Advisors, Llc (registered 2022-06-30)
Jun 30, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 35derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address