{"url":"https://nivawealth.com/firms/benson-wealth-management-318898","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/318898","regulatoryAum":124794161,"crd":"318898","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4013223","suffix":null,"lastName":"BENSON","firstName":"BARRETT","middleName":"OLIVER"},{"crd":"8087517","suffix":null,"lastName":"Reed","firstName":"Giovanni","middleName":"Esteban"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135748","legalName":"Benson Wealth Management, Inc.","displayName":"Benson Wealth Management","slug":"benson-wealth-management-318898","website":"https://bensonwm.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/318898/f9650f628805e4df-r1.webp","tone":"light","width":604,"height":200,"sourceUrl":"https://www.bensonwm.com/","sourceLabel":"Benson Wealth Management, Inc., website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"California corporation","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":[],"registration":{"secApproved":"3 April 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":405175.8474025974,"staff":{"employees":2,"advisory":2,"brokerDealerReps":1,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":124794161,"discretionary":124794161,"discretionaryAccounts":510,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":280,"regulatoryAum":52024822},{"label":"High-net-worth individuals","clients":28,"regulatoryAum":72769339}],"feePrograms":[{"role":"main","program":"Asset Management","feeBasis":"marginal","fee_tiers":[{"to":500000,"pct":1.25,"from":0},{"to":1000000,"pct":1,"from":500000},{"to":2000000,"pct":0.9,"from":1000000},{"to":5000000,"pct":0.8,"from":2000000},{"to":10000000,"pct":0.65,"from":5000000},{"to":null,"pct":0.5,"from":10000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059765","versionId":1059765,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-10-01","documentName":"ADV PART 2A & 2B SEC","fee_rate_low":0.5,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T17:11:10.651929+00:00","documents":[{"name":"ADV PART 2A & 2B SEC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059765","versionId":1059765,"submittedOn":"2026-10-01"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":116000000}],"custodyNote":"Benson Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Barrett Benson","title":"CCO/Investment Advisor Representative","crd":"4013223"}],"ownership":[{"label":"Barrett Benson","detail":"Cco/investment advisor representative in the 75% or more ownership band and a control person, since December 2014."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"901 Bruce Road","city":"Chico"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"530-891-0719","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":30},{"label":"U.S. state and local bonds","percent":5},{"label":"Securities issued by registered investment companies or business development companies","percent":62},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"1 October 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/318898/PDF/318898.pdf","brochureDate":"1 October 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059765","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Benson Wealth Management have?","answer":"Benson Wealth Management has 308 clients and manages $125 million for them, as of October 2026. They include 280 individual clients and 28 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 1 October 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Benson Wealth Management offer?","answer":"Benson Wealth Management provides portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Benson Wealth Management charge?","answer":"Benson Wealth Management charges 0.50%–1.25% a year for its Asset Management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"ADV PART 2A & 2B SEC, filed 1 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Benson Wealth Management use?","answer":"Benson Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $116M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 October 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Benson Wealth Management have?","answer":"Benson Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Benson Wealth Management invest in?","answer":"At the end of its last fiscal year, Benson Wealth Management’s separately managed accounts held 62% registered funds (mutual funds, ETFs, BDCs), 30% exchange-traded equities, 5% state and local bonds and 3% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Benson Wealth Management?","answer":"Benson Wealth Management’s direct owner is Barrett Benson (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 1 October 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Benson Wealth Management get paid?","answer":"Benson Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Benson Wealth Management?","answer":"Its phone number is 530-891-0719. Its website is bensonwm.com.","source":"Form ADV Part 1A, Item 1.F, filed 1 October 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}