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- Custodian
- Charles Schwab & Company · LPL Financial · 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).
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
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
--
- CRD
- #8087517
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,000,000 | $412,811 |
| Non-Discretionary | $0 | -- |
| Total | $116,000,000 | $412,811 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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