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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-07-2024
- Office Locations
- 1
Office Locations
About Benzina Wealth, LLC
Benzina Wealth is a flat-fee, fee-only fiduciary planning firm led by CFP® Filip Telibasa. The firm focuses on mid-career professionals and business owners, providing comprehensive planning plus implementation and ongoing accountability, including tax-efficient account strategy, employer stock decisions, cash-flow planning, and coordination of insurance and estate planning solutions. Client portfolios are implemented primarily with ETFs on Altruist, and the firm has been featured in outlets like Forbes and Investopedia.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
Filip Telibasa
Chief Compliance Officer, Owner
- CRD
- #5695294
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,627,345 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,627,345 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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