Wayne
Mccullough

Benchmark Private Wealth Management, LLC

CRD#3080829
Investment Advisor
in Dallas, TX
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About this Advisor

Wayne Mccullough is a certified financial planner based in Dallas, Texas, with 10 years of financial industry experience. Mccullough is on the advisory team at Benchmark Private Wealth Management, LLC. Mccullough has gained experience at Deutsche Bank Securities Inc, Kayne Anderson Capital Advisors, Benchmark Private Wealth Management, Innovation Partners LLC and Crossfit Katy Trail. Mccullough has a Series 63 license, designating them as a securities representative, and is approved to work in Texas. Benchmark Private Wealth Management, LLC is a business operating out of Dallas, Texas. It oversees $152 million in total assets among its 145 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm provides financial advice to four charitable organizations. Of its 145 client accounts, 43% are held by high-net-worth investors who have greater than $1 million in assets. The firm performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fee types billed by Benchmark Private Wealth Management, LLC may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

7019 Hillcrest Ave.
Dallas, TX 75205

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Benchmark Private Wealth Management, LLC Brokerage Details

Total Assets Under Management

$198,973,424

TX Average: $3,042,739,679
Total Number of Employees

2

TX Average: 49
Total Number of Accounts

223

TX Average: 2,315
Average Account Size

$892,258

TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Wayne Mccullough Work History

Wayne has 10 years of experience.

2015 - Present (4 years)

Innovation Partners LLC

2014 - Present (5 years)

Benchmark Private Wealth Management

2012 - Present (7 years)

Crossfit Katy Trail

2013 - 2013 (< 1 year)

Kayne Anderson Capital Advisors

2008 - 2013 (5 years)

Deutsche Bank Securities Inc

Disclosures

Wayne Mccullough has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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