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Benchmark Wealth Management CRD 298885
$179M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
308 E 8Th Street Suite 300, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-10 |
Branch Locations
308 E 8Th Street Suite 300, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Cincinnati | OH | 01/2006 | 12/2023 |
| Self Employed | Cincinnati | OH | 06/2023 | 01/2025 |
| Benchmark Wealth Management | Cincinnati | OH | 03/2025 | Present |
OAR LLC, OAR II LLC, OARK KD LLC, OAR NSP LLC RESTAURANT GROUP OWNER CARMEL IN 46032 NOT INVESTMENT RELATED IVY HILLS BARN LLC RENTAL PROPERTY OWNER SINCE 07/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-02 |
| S66 | Uniform Combined State Law Examination | 2006-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-15 |
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