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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- ValueUnison vital +more
- Established Date
- 07-12-2024
- Office Locations
- 1
Office Locations
About Bentham Wealth Advisors
Bentham Wealth Advisors is a fee-only, fiduciary planning firm in the Buffalo, NY area serving pre-retirees and retirees (often NYS teachers and college professors). The team provides ongoing financial planning and coordination—retirement, tax, insurance, estate, and education planning—alongside low-cost, tax-efficient portfolio management with diversification and rebalancing. Led by CFP® professionals, including a CSLP® for student-loan planning.
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Owner & Executives
GEORGE PETER HARRIS
Financial Advisor, PRINCIPAL OWNER, Vice President
- CRD
- #2387291
- Ownership
- 50% but less than 75%
STEVEN DONALD WITTER
Chief Compliance Officer
- CRD
- #5016923
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,100,000 | $199,457 |
| Non-Discretionary | $0 | -- |
| Total | $110,100,000 | $199,457 |
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Separately Managed Accounts
Total SMA Asset: $110,100,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $816,259,273 | 29.2% |
| Equity - Exchange | $975,597,556 | 34.9% |
| Cash | $1,003,551,641 | 35.9% |
| Total | $2,795,408,470 | 100.0% |