Bentham Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 101–250 clients last fiscal year.
Bentham Wealth Advisors reports 218 clients. They include 195 individual clients and 23 high-net-worth individuals. Of its assets, 100.0% ($110M across 552 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 89% | 45% |
| High-net-worth individuals | 11% | 52% |
| Pension and profit-sharing plans | Fewer than 5 | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 195 | $49.5M | 45.0% | $254K |
| High-net-worth individuals | 23 | $57.5M | 52.2% | $2.5M |
| Pension and profit-sharing plans | Fewer than 5 | $3.1M | 2.8% | — |
| Total | 218 | $110M | 100% | — |
- Clients
- 195
- Regulatory AUM
- $49.5M
- AUM share
- 45.0%
- Avg. per client
- $254K
- Clients
- 23
- Regulatory AUM
- $57.5M
- AUM share
- 52.2%
- Avg. per client
- $2.5M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.1M
- AUM share
- 2.8%
- Avg. per client
- —
Total
- Clients
- 218
- Regulatory AUM
- $110M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Bentham Wealth Advisors charges 1.00%–1.25% a year for its Portfolio management services. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Ongoing financial planning
- An upfront fee of $500 to $2,500 plus a monthly fee of $250 to $500 paid in arrears; the fee may be negotiable in certain cases.
- Project-based financial planning
- A fixed fee agreed before work starts, ranging from $500 to $15,000 and negotiable, payable in arrears.
George Harris owns 50% to 75% of Bentham Wealth Advisors. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Bentham Wealth Advisors Inc
George Harris
Control person · since June 2024
- Owns 25% to 50% of Bentham Wealth Advisors Inc
Steven Witter
Control person · since June 2024
Bentham Wealth Advisors’ regulatory assets grew Infinity× from $0 (June 2024) to $110M (March 2026); employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $110M | 218 | 2 | 1 |
| Jan 2025January 2025 | $92.5M | 239 | 2 | 1 |
| Jun 2024June 2024 | $0 | 0 | 2 | 1 |
Besides its headquarters, Bentham Wealth Advisors has 0 offices, with 1 listed address in 1 state.
New York · 1 listed address
- 300 International DR, Suite 100, WilliamsvilleHQ
Contact and registration details
- Legal name
- Bentham Wealth Advisors Inc
- Headquarters
- 300 International DR, Suite 100, Williamsville, NY 14221
- Website
- benthamwealth.com
- Phone
- 716-580-1500
- SEC file
- 801-130680
- Structure
- New York corporation
- Fiscal year end
- December
Bentham Wealth Advisors’ named custodian for separately managed accounts is Charles Schwab ($95.3M). Bentham Wealth Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $95.3M100%
At year end, Bentham Wealth Advisors’ separately managed accounts were mostly in funds (93%).
What the accounts hold
- Stocks4%
- Funds93%
- Cash3%
How many clients does Bentham Wealth Advisors have?
Bentham Wealth Advisors has 218 clients and manages $110 million for them, as of March 2026. They include 195 individual clients and 23 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 March 2026
What services does Bentham Wealth Advisors offer?
Bentham Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Bentham Wealth Advisors charge?
Bentham Wealth Advisors charges 1.00%–1.25% a year for its Portfolio management services. The fee is billed in arrears and is negotiable.
Which custodians does Bentham Wealth Advisors use?
Bentham Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $95.3M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 March 2026
How many financial advisors does Bentham Wealth Advisors have?
Bentham Wealth Advisors has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bentham Wealth Advisors invest in?
At the end of its last fiscal year, Bentham Wealth Advisors’ separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities 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
Who owns Bentham Wealth Advisors?
Bentham Wealth Advisors’ direct owners are Steven Witter (25% to 50%) and George Harris (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 9 March 2026
How does Bentham Wealth Advisors get paid?
Bentham Wealth Advisors is paid through a percentage of assets under management and fixed fees. 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
How do I contact Bentham Wealth Advisors?
Bentham Wealth Advisors’ main office is at 300 International DR, Suite 100, Williamsville, NY 14221. Its phone number is 716-580-1500. Its website is benthamwealth.com.