SourcingSourcing

BENCHMARK FINANCIAL WEALTH ADVISORS LLC

C32
CRD 287966·SEC 801-110764·BOCA RATON, FL
AUM
$766.1M
$500M-$1B
Est. Revenue
$7.7M
@ 1% on AUM
Est. EBITDA
$2.3M
@ 30% margin
Est. Deal Value
$18.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BENCHMARK FINANCIAL WEALTH ADVISORS LLC
CRD
287966
SEC file #
801-110764
EIN
611816241
DBA names
—

Economics

AUM
$766.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$200.8M → $766.1M▲ +281%
Client mix
Individuals Other251
Individuals High Net Worth110
Pension Profit Sharing Plans2
Corporations2
Charitable Organizations1

Operations

Employees (total)
14
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
3 advisors → 6 advisors▲ +100%
Primary office
BOCA RATON FL
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
03/03/2026
ADV-W filed at
—
Website
facebook.com/benchmarkfinancial(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BENCHMARK FINANCIAL GROUP, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
BENCHMARK FINANCIAL GROUP, LLC
KALINA, ROGER, STEVEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:benchmark.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
5
Form 5500 Total Compensation
116,447
Form 5500 Compensation Trajectory 3y
2025116,447
Form 5500 Plan Count Trajectory 3y
20255
Schedule C Total Compensation
116,447
Schedule C Service Provider Rows
5

SEC EDGAR

Edgar Cik
0001757706
Edgar Registered
Yes
Edgar Filing Count
33
Edgar First Filing Date
2018-11-05
Edgar Last Filing Date
2026-04-27
Edgar 13f Count
31
Edgar 13f Latest AUM Estimate
Filing Date2026-04-27
Accession0001757706-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
2351 NW BOCA RATON BLVD.SUITE 100BOCA RATON, FL 33431
Business
2351 NW BOCA RATON BLVD.SUITE 100BOCA RATON, FL 33431
Edgar EIN
611816241
Edgar Recent Filings
13F-HR2026-04-27 · 0001757706-26-000004
13F-HR2026-01-27 · 0001757706-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (7)

7
KALINA, ROGER, STEVEN
IAR · Executive Officer · 2.5%
2295079
JOSEPH F SCUTELLARO
IAR
4141652
Lawson P Wlodkowski
IAR
7527174
Thomas Jedrej
IAR
7916077
Alex Manolakos
IAR
7803863
Willard Dudley Schoch
IAR
7435190
Alexander Ligeti
IAR
6786599