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BERNTSON PORTER WEALTH MANAGEMENT, LLC
CRD 116276
11100 NE 8TH ST, SUITE 400, BELLEVUE, WA, 98004, United States
Phone
425-454-7990
Fax
425-454-7742
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
18 total employees; 18 advisory reps; 165 broker-dealer reps
Clients
—
Fees
REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Selection of other advisers
Official SEC filing: View on IAPD