BENCHMARK WEALTH MANAGEMENT, LLC

OLD LYME, Connecticut·2 registered advisors·CRD# 160192
SEC# 801-1084891(860) 434-6890
01

Firm Overview

AUM
$362M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BENCHMARK WEALTH MANAGEMENT, LLC

2 registered advisors
Richard W Stout
OLD LYME, Connecticut
Thomas Joseph Britt
OLD LYME, Connecticut
05

Office Locations

OLD LYME, Connecticut
2 advisors

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Data sourced from SEC Form ADV filings. BENCHMARK WEALTH MANAGEMENT, LLC (CRD# 160192) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.