Wealth Benefit Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$277,011,302
Clients
150
Advisors
2
across 2 offices
About
Wealth Benefit Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, and pension/retirement plans, offering managed accounts and company-sponsored retirement plan consulting. Services include portfolio management (both discretionary and non-discretionary), written investment strategies, and 3(21) retirement plan advising for plan sponsors.
The firm tailors advice to clients’ objectives, time horizons, and risk tolerances and uses a range of methods including asset allocation, dollar‑cost averaging, technical analysis, and both long- and short-term purchases. Portfolios may be constructed using a mix of turnkey asset management programs (TAMPs) — including passive Dimensional fund allocations through a TAMP — and separately managed accounts from established managers to customize risk/return and tax outcomes.
Wealth Benefit Advisors is notable for operating with a small advisory team while managing several hundred million in client assets, with roughly $334 million discretionary and $46 million non‑discretionary AUM reported. The firm also offers Securities-Based Lines of Credit through its custodian relationship for eligible clients, documents its oversight of TAMP sub‑advisers and discloses due diligence on service providers that employ artificial intelligence or machine learning components.
Client services
Expertise
Fee options
up to 1.70% annually (depends on asset size and complexity)
Main office
See office1225 North Loop West, Suite 815
Houston TX 77008
Advisors at this office
1
Offices (2)
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Careena P
Series 66
Lantana, TX
Wealth Benefit Advisors, LLC
Careena Patel is a financial advisor with Wealth Benefit Advisors, LLC, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Pinnacle Wealth Management, LLP, Kingswood Wealth Advisors, PNC Investments, and BBVA-affiliated firms. She also provides financial planning services through Pinnacle Wealth in London. Wealth Benefit Advisors, LLC offers investment advisory services to individuals, high-net-worth clients, and pension/retirement plans, focusing on customized portfolio management and retirement plan consulting. The firm employs various methods such as asset allocation and technical analysis, combining turnkey asset management programs and separately managed accounts to align with clients’ objectives and risk profiles.
Frank I
Series 63, Series 65
Houston, TX
Wealth Benefit Advisors, LLC
Frank Idrees is a financial advisor with Wealth Benefit Advisors, LLC in Houston, TX, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investment, Grove Point Investments, Grove Point Advisors, Quercus Capital Partners, and H. Beck, Inc. He is also the owner of a life insurance business focused on managing client portfolios and related services. Wealth Benefit Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, and pension/retirement plans, offering managed accounts and retirement plan consulting. The firm tailors portfolio management strategies using a mix of turnkey asset management programs and separately managed accounts, serving a diverse client base with customized risk and return objectives.
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