Bennett Associates Wealth Management
Bennett Associates Wealth Management is an independent investment advisory firm headquartered in Butler, Pennsylvania. The firm is registered with the U.S. SEC (CIK: 0002011901) and primarily serves individuals and high net worth individuals, with some business clients. As of mid-2025, Bennett Associates manages approximately $145 million in assets across over 500 client accounts. It operates with a small team of 3 employees, mostly investment professionals. The firm specializes in personalized financial planning and portfolio management, serving clients in the United States and registered since at least 2011.
Investment Strategy
Bennett Associates Wealth Management focuses on providing individualized investment management and financial planning services. The firm primarily works with individuals—both high net worth and non-high net worth—using both discretionary and non-discretionary approaches for portfolio management. Its investment strategy emphasizes diversified holdings, including large-cap equities and exchange-traded funds. The firm creates tailored portfolios based on clients’ risk tolerance, goals, and financial situation, with a focus on long-term capital appreciation and prudent risk management.
Top Holdings
Equity Positions (47)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FTCS | FIRST TR EXCHANGE-TRADED FD | 18.53% | $25.5M | 272,526 | $81.30 | $93.64 | +$1.9M |
I IEFA | ISHARES TR | 10.57% | $14.6M | 166,785 | $70.93 | $87.31 | -$228.4K |
G GSLC | GOLDMAN SACHS ETF TR | 7.86% | $10.8M | 83,058 | $99.76 | $130.28 | +$1.4M |
M MGK | VANGUARD WORLD FD | 7.37% | $10.2M | 25,228 | $316.85 | $402.42 | +$2.4M |
F FDL | FIRST TR EXCHANGE-TRADED FD | 5.60% | $7.7M | 177,617 | $39.36 | $43.41 | +$2.5M |