CRD: 287966
Benchmark Financial Wealth Advisors LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between September 29, 2025 and May 18, 2026, reported AUM increased 6.2%, from $721.7M to $766.1M.
Across 5 reported observations, AUM increased 74.1% between October 28, 2022 and May 18, 2026, from $440.0M to $766.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 366 clients, or 52.3 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 2 reported office locations and 9 years in operation. The source data was last updated on May 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Benchmark Financial Wealth Advisors LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Benchmark Financial Wealth Advisors LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.