Wealth Benefit Advisors, LLC

CRD 319324 · Houston, TX · $380.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 319324
SEC number: 801-123705
Firm type: RIA
Assets under management: $380.9M as of Apr 7, 2026
Website: wealthbenefit.com ↗
Phone: 713-980-9100
Address: 1225 North Loop West, Houston, TX, 77008

Advisors at this firm

3 in our index · page 1 of 1

Sean Michael BatesCRD 6205175 · Houston, TX

IA RegisteredRegistration inactive
Frank IdreesCRD 2115734 · Houston, TX

IA RegisteredBroker

Disclosure event(s) on record
Careena PatelCRD 5444676 · Houston, TX

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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