CRD: 287966
Benchmark Financial Wealth Advisors LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-07-2017
- Office Locations
- 2
Office Locations
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
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROGER STEVEN KALINA
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #2295079
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Thomas Jedrej
Chief Wealth Strategist
- CRD
- #7916077
Alexander Ligeti
Wealth Advisor
- CRD
- #6786599
Showing 2 of 7 contacts
Unlock allAssets Under Management
| 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: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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