Joseph
Schildhauer
Wealth Benefit Advisors, LLC
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About this Advisor
Joseph Schildhauer is a financial advisor based in Houston, Texas, working with Wealth Benefit Advisors, LLC. Joseph has previously held positions at Grove Point Investments, LLC, Greenleaf Advisors LLC, Grove Point Advisors, LLC, Purshe Kaplan Sterling Investments, and Wealth Benefit Advisors LLC. Joseph has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Joseph is part of Wealth Benefit Advisors, LLC, which operates out of Houston, Texas. The firm has 4 employees and manages assets totaling $262.0 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as pension consulting services. The fee structure at Wealth Benefit Advisors, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealth Benefit Advisors, LLC Brokerage Details
$261,971,670
4
432
$606,416
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Joseph Schildhauer Work History
Purshe Kaplan Sterling Investments
Wealth Benefit Advisors LLC
Grove Point Advisors, LLC
Greenleaf Advisors LLC
Grove Point Investments, LLC
Disclosures
Please visit the SEC profile of Joseph Schildhauer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealth Benefit Advisors, LLC
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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