Benchmark Financial Wealth Advisors Llc
- Regulatory AUM
- $766M
- Discretionary
- $766M
- Clients
- 366
- Avg AUM / client
- $2.1M
- Accounts
- 1,067
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of May 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 251 | $188M | 24.5% |
| High net worth individuals | 110 | $567M | 74.1% |
| Pension and profit sharing plans | 2 | $6.1M | 0.8% |
| Charitable organizations | 1 | $1.3M | 0.17% |
| Corporations and other businesses | 2 | $3.5M | 0.46% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Gunderlin, Ltd. Retirement Savings Plan Gunderlin, Ltd. | 2024 | |
| All Star Recruiting Inc 401(k) Plan All Star Recruiting, Inc. | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Roger Steven Kalina | Chief Compliance Officer | CFP Chartered Financial Consultant | Jan 1999 (28y) | Less than 5% |
| Philip Nathanael Piedt | Member | CFP | May 2012 (14y) | ≈ 0% – 5% via Mp Holdings |
| Daszkal, Michael, Issac | Member | Dec 2014 (12y) | ≈ 12.5% – 37.5% via Db Benchmark, Llc | |
| Devlin, Timothy, Robert | Member | Dec 2014 (12y) | ≈ 12.5% – 37.5% via Db Benchmark, Llc | |
| Willard Dudley Schoch | Registered representative | Oct 2021 (5y) | ||
| Alexander Ligeti | Registered representative | CFP CFA | Oct 2022 (4y) | |
| Alex Manolakos | Registered representative | Sep 2023 (3y) | ||
| Thomas Jedrej | Registered representative | May 2024 (2y) | ||
| Lawson P Wlodkowski | Registered representative | Sep 2025 (1y) | ||
| Joseph F Scutellaro | Registered representative | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Benchmark Financial Group, Llc | Owner | Apr 2018 | A | 50% – 75% |
| Benchmark Financial Group Inc | Owner | Jan 1999 | A | 50% – 75% |
| Db Benchmark, Llc | Owner | Feb 2017 | A | 25% – 50% |
| Mp Holdings | Owner | Mar 2019 | A | Less than 5% |
Estimated effective ownership (look-through of filed bands):
- Philip Nathanael Piedt: 75% – 100% of Mp Holdings × 0% – 5% direct ≈ 0% – 5% of the firm
- Daszkal, Michael, Issac: 50% – 75% of Db Benchmark, Llc × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
- Devlin, Timothy, Robert: 50% – 75% of Db Benchmark, Llc × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Gunderlin, Ltd. Retirement Savings Plan | Gunderlin, Ltd. | 132 | $12.9M | 01/01/2024 |
| All Star Recruiting Inc 401(k) Plan | All Star Recruiting, Inc. | 276 | $8.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/18/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • PROJECT BASED FEES- RESEARCH FEE FOR ALTERNATIVES CONSULTING FEE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $724M (94% of AUM) May 2026
- Charles Schwab & Co. $8.1M (3% of AUM) Dec 2020
- U.S. Bancorp Investments, Inc. $6.7M (3% of AUM) Dec 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 18, 2026.
View current Form ADV (SEC/IAPD) ↗