Benowitz Wealth — ORLANDO, FL
Marketing BrandAt Benowitz Wealth Management, we are deeply committed to helping our clients achieve financial success. Your goals become our goals. Operating under SCHWAB WEALTH ADVISORY, INC. (CRD #159035).
Why This Matters
A marketing brand is the name a financial advisor uses with clients. It is often different from the SEC-registered firm that is legally responsible for their conduct and your money.
When you search for “Benowitz Wealth,” you won't find it on the SEC or FINRA websites. That's because the regulatory entity is SCHWAB WEALTH ADVISORY, INC.. Any disclosures, complaints, or regulatory actions are filed under the firm — not the brand.
Source: SEC Form ADV filings and FINRA BrokerCheck
The Relationship
SCHWAB WEALTH ADVISORY, INC.
CRD 159035 · IA
Brand Information
Inherited Transparency Score
Marketing brands inherit the transparency score of their registered parent firm. This score is not specific to Benowitz Wealth — it reflects the regulatory profile of SCHWAB WEALTH ADVISORY, INC..
What This Means
The firm behind this brand has strong transparency practices. Their regulatory filings show comprehensive disclosure across fees, conflicts, and services.
This places them in the 48th percentile of all scored firms.
This firm's regulatory filings show comprehensive disclosure. The full firm profile has the details.
See full score breakdownRegulatory Context
Regulatory oversight is under SCHWAB WEALTH ADVISORY, INC.
Any complaints, disclosures, or disciplinary actions are filed against the registered firm — not the marketing brand. Always check the firm's record, not just the brand name.
1 of 1,622 firm advisors use this brand
SCHWAB WEALTH ADVISORY, INC. has 1,622 total registered advisors. Only 1 operates under the Benowitz Wealth brand name.
Verify before you trust
A polished brand name doesn't guarantee quality advice. Check the firm's full regulatory profile and each advisor's individual score before making decisions.
Advisors Under This Brand(1)
These advisors use the Benowitz Wealth brand name with their clients. Each has their own individual transparency score based on their personal regulatory record.