BERNTSON PORTER WEALTH MANAGEMENT, LLC

BERNTSON PORTER WEALTH MANAGEMENT, LLC of BELLEVUE, WA is an SEC-registered investment adviser (CRD 116276).

Registration

• CRD: 116276
• Type: Registered investment adviser
• Location: 11100 NE 8TH ST, BELLEVUE, WA, 98004
• Phone: 425-454-7990
• Latest filing: 2026-03-27
• Clients: 18

Business model

Compensation: Other.

Clients served: Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 116276 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search