$766.1M Total AUM
$766.1M Disc. AUM
18.1% 3Y CAGR
14 Employees
366 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- ZenithFusion +more
- Established Date
- 07-07-2017
- Office Locations
- 2
Office Locations
2351 NW Boca Raton Blvd. Suite 100 Boca Raton FL
-- Brick NJ
About Benchmark Financial Wealth Advisors LLC
Benchmark Financial Wealth Advisors LLC is a Boca Raton, FL RIA providing integrated financial planning and discretionary portfolio management for business owners, entrepreneurs, and accredited investors. The firm focuses on asset allocation and portfolio construction using ETFs, mutual funds, and fixed income, with access to alternatives and select digital-asset exposure. Custody commonly through Schwab and Fidelity; uses Orion/eMoney.
Team overview
-- AVG AGE
$127.7M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
3.1 yrs AVG TENURE
14 Employees
6 Advisory Reps
6 RIA Reps
8yrs Firm Age
Insights
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Accredited Investors
Element
Asset Classes
Vector Frontier peak North Zenith beacon Prime legacy Timber Catalyst matrix North element Ember peak
Client Personas
Prime eagle Prime catalyst
Custodian
Signal optima Catalyst Bridge crest Peak Unison focus Matrix Delta Timber Legacy Harbor zenith Radial
Investment Themes
Ember eagle Harbor Meridian element Eagle pioneer Oak zenith
Investment Vehicles
Optima bridge Catalyst crest
Platform
Value Foundation radial Eagle timber
Services
Atlas Glacier capital Peak quantum Beacon Delta Vital Fusion radial Vital Foundation Frontier Catalyst unison
Technology
Oak Radial pioneer Focus Insight
Owner & Executives
R
ROGER STEVEN KALINA
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #2295079
- Ownership
- Less than 5%
(860) 544-7103
quantum.ember@glaciercapital.com
in linkedin.com/in/wave-catalyst
Showing 1 of 1 owners & executives
Unlock allContacts
T
Thomas Jedrej
--
- CRD
- #7916077
(840) 928-9645
capital.pioneer@focuscapital.com
in linkedin.com/in/pathway-wave
Alexander Ligeti
--
- CRD
- #6786599
(290) 910-8275
north.unison@vectorcapital.com
in linkedin.com/in/wave-wave
C
Catalyst delta
Harbor oak
- CRD
- #48467
(411) 980-7538
legacy.focus@timbercapital.com
in linkedin.com/in/prime-value
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $766,078,294 | $717,974 |
| Non-Discretionary | $0 | -- |
| Total | $766,078,294 | $717,974 |
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Separately Managed Accounts
Total SMA Asset: $766,078,294
Public Funds:
14.4% Cash:
11.4% Equity - Exchange:
6.5% U.S. Government/Agency:
13.1% Municipal Bonds:
20.0% Corporate - Investment Grade:
9.3% Equity - OTC:
8.6% Other:
16.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $276,591,706 | 14.4% |
| Cash | $218,968,434 | 11.4% |
| Equity - Exchange | $124,850,423 | 6.5% |
| U.S. Government/Agency | $251,621,621 | 13.1% |
| Municipal Bonds | $384,155,147 | 20.0% |
| Corporate - Investment Grade | $178,632,143 | 9.3% |
| Equity - OTC | $165,186,713 | 8.6% |
| Other | $320,769,549 | 16.7% |
| Total | $1,920,775,736 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE ALPHA | OPTIMA TIMBER | WBQ8BLQYT | HDZJ | 5.70% | $79,322,733 |
| ALPHA VALUE | PATHWAY MOMENTUM | 8Z3PA5S34 | RCY | 4.83% | $50,421,005 |
| OAK ELEMENT | PEAK EAGLE | 4YKD9407K | VBEX | 3.96% | $26,405,035 |
| FRONTIER PEAK ALPHA | CAPITAL INSIGHT | 8ENUBAMFH | AYPNY | 1.18% | $78,993,071 |
| VALUE FOUNDATION ATLAS | MERIDIAN VECTOR | Y8FAVJKVQ | XGMQ | 12.44% | $109,812,429 |
| LEGACY MERIDIAN | ELEMENT EMBER | 0WASQ7XCS | YWAW | 2.95% | $72,725,165 |
| FOCUS FRONTIER | LEGACY PIONEER | C19R6D3XY | AKC | 12.04% | $115,819,770 |
| WAVE BEACON | MERIDIAN EMBER | N5YPT6Z1E | CPS | 10.39% | $76,542,111 |