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BENTLEY WEALTH MANAGEMENT, LLC
CRD 171458
89 FRONT STREET, SUITE 314, MARBLEHEAD, MA, 01945, United States
Phone
781-990-0808
Fax
781-479-0752
Registration
— (—)
Source
State registered
Total AUM
$38.9M
Discretionary AUM
$38.9M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)INSURANCE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 121 | $27.4M |
| High net worth individuals | 11 | $11.5M |
All web addresses on file
Official SEC filing: View on IAPD