Benowitz Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$571,761
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Benowitz Wealth Management is a state‑registered investment adviser that provides comprehensive portfolio management, financial planning, and related advisory services. The firm also offers educational seminars and workshops at no cost as part of its client education efforts and works with both individual and high‑net‑worth clients.
The firm emphasizes capital preservation and risk management, using behavioral‑economics insights, goal‑based financial planning, and multi‑tier asset allocation that combines institutional share‑class mutual funds, ETFs, and a tactical model to complement strategic allocations. Benowitz may also recommend structured products, alternative investments, and a targeted digital‑asset allocation for clients who are suitable and acknowledge the specific risks.
Distinctive features in the brochure include the no‑cost public seminars and workshops and explicit references to third‑party disclosure channels (it lists its CRD number and directs readers to FINRA’s BrokerCheck for additional information). The firm also highlights practices less common for advisers of its size — bundling financial planning at no additional charge into its managed‑account service and documenting client risk acknowledgments before recommending structured notes or digital‑asset exposures.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Passive / index investing
Active portfolio management
Fee options
Option for ongoing flat fee for Comprehensive Portfolio Management service, specific amount not stated.
$0 - $1,999,999: 1.50% $2,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.85% $5,000,000 - $9,999,999: 0.75% $10,000,000 - $19,999,999: 0.65% $20,000,000 - $49,999,999: 0.55% $50,000,000+: 0.45%
Main office location
Benowitz Wealth Management
Altamonte Springs FL, United States
Number of offices
1
Most active in
Benowitz Wealth Management has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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