Benedict Wealth Management, Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 117422
· Baton Rouge, LA
· WWW.legacywealthconcepts.COM
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ADV data as of Mar 28, 2025
- Regulatory AUM
- $64.8M
- Discretionary
- $0
- Clients
- 151
- Avg AUM / client
- $429K
- Accounts
- 151
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 151 | $64.8M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carl Willard Benedict | Registered representative | CFP | May 2011 (15y) | |
| Lynella Ann Devillier | Registered representative | Sep 2012 (14y) | ||
| Alan Hall Stephenson | Registered representative | Dec 2020 (6y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/28/2025 | 993 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • PROJECT FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 28, 2025.
View current Form ADV (SEC/IAPD) ↗