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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-17-2022
- Office Locations
- 1
Office Locations
About Benson Wealth Management, Inc.
Benson Wealth Management is a Tennessee-based wealth management and financial planning firm serving individuals and businesses. The team builds research-driven investment strategies across traditional and emerging opportunities and pairs them with holistic planning for wealth preservation, retirement, and estate needs. Their process emphasizes personalized discovery, tech-enabled implementation, and ongoing monitoring; advisory services are provided as an investment adviser, with securities offered through Infinity Financial (FINRA/SIPC).
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 308 clients, or 154 clients per representative. That equates to $405.2K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on October 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
BARRETT OLIVER BENSON
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Wealth Advisor
- CRD
- #4013223
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Giovanni Esteban Reed
Wealth Manager, Operations Manager
- CRD
- #8087517
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,794,161 | $244,694 |
| Non-Discretionary | $0 | -- |
| Total | $124,794,161 | $244,694 |
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Separately Managed Accounts
SMA allocation detail is available
Benson Wealth Management, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.