BENTLEY WEALTH MANAGEMENT, LLC

BENTLEY WEALTH MANAGEMENT, LLC of MARBLEHEAD, MA is an SEC-registered investment adviser (CRD 171458). Regulatory assets under management: $38.9M.

Registration

• CRD: 171458
• Type: Registered investment adviser
• Location: 89 FRONT STREET, MARBLEHEAD, MA, 01945
• Phone: 781-990-0808
• Latest filing: 2026-03-16
• Regulatory AUM: $38.9M
• Discretionary AUM: $38.9M
• Clients: 1
• Accounts: 187

Business model

Compensation: % of AUM, Fixed, Commissions.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171458 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search