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Products & Services
About Benchmark Wealth Management
Sophisticated wealth solutions tailored to successful individuals and families. Call us today for a complimentary wealth consultation. This profile covers Benchmark Wealth Management, a company operating in Financial Services, employing 6-10 people, reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice and based in Cincinnati, Ohio, United States.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Benchmark Wealth Management is one of 64,034 Financial companies listed in Ohio.
Business Contact Information
- Phone
- +1 (513) 5060272
- Website
- benchmark-wealth.com
- Address
- 4755 Lake Forest Dr, Cincinnati, Ohio, 45242, United States
Industry & Classification
- Industry
- Financial
- Sector
- Finance
- Segment
- Financial Services
NAICS Codes
- 52Finance and Insurance
- 5239Other Financial Investment Activities
- 523940Portfolio Management and Investment Advice
SIC Codes
- 62Security And Commodity Brokers, Dealers, Exchanges, And Services
- 628Services Allied With The Exchange Of Securities
- 6282Investment Advice
Company Details
- Employees
- 10 (6-10)
- Annual Revenue
- $4.1M ($1M-$5M)
Benchmark Wealth Management: frequently asked questions
What does Benchmark Wealth Management do?
Sophisticated wealth solutions tailored to successful individuals and families. Call us today for a complimentary wealth consultation.
Where is Benchmark Wealth Management located?
Benchmark Wealth Management is headquartered at 4755 Lake Forest Dr, Cincinnati, Ohio, 45242, United States.
How many employees does Benchmark Wealth Management have?
Benchmark Wealth Management has about 10 employees (the 6-10 range).
What is Benchmark Wealth Management's annual revenue?
Benchmark Wealth Management's annual revenue is estimated at $4.1M (the $1M-$5M range).
What industry is Benchmark Wealth Management in?
Benchmark Wealth Management is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
How can I contact Benchmark Wealth Management?
Its website is benchmark-wealth.com and its phone number is +1 (513) 5060272.
What companies are similar to Benchmark Wealth Management?
Other large financial companies in Ohio include The Progressive Corp, Nationwide Mutual Insurance Co, The Cincinnati Insurance Companies and CareSource.
Largest financial companies in Ohio
Largest financial companies
Manufacturing sales in Ohio, 2026
In Ohio, Factur's 2026 study counted 89 manufacturing quotes worth $1.2M and 31 purchase orders over 12 months: 35% of quotes became orders, against 21% nationally. See the Ohio data.
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