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Berntson Porter Wealth Management, LLC CRD 116276
165 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11100 Ne 8Th St Suite 400, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-11-04 |
| NV | RA | APPROVED | 2025-07-02 |
| OR | RA | APPROVED | 2025-05-13 |
| CA | RA | APPROVED | 2025-04-21 |
| HI | RA | APPROVED | 2025-04-21 |
| MT | RA | APPROVED | 2020-06-04 |
| IA | RA | APPROVED | 2018-11-01 |
| AZ | RA | APPROVED | 2018-09-13 |
| MA | RA | APPROVED | 2013-03-05 |
| WA | RA | APPROVED | 2001-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berntson Porter & Company, Pllc | Bellevue | WA | 11/1985 | 04/2021 |
| Berntson Porter Wealth Management, Llc | Bellevue | WA | 10/2001 | Present |
| Cbiz Berntson Porter | Bellevue | WA | 05/2021 | Present |
Pluto Investments I, LLC Investment-related 788 110th Ave NE #N2107 Bellevue, WA 98004 Nature of Business: Holds personal investment - asset protection. Entity formed to hold personal investments only. "Investment-related" solely with respect to IAR's personal investments. Does not involve the public or any clients. Position: Managing Member Start Date: 12/27/2005 Hours/Month:2 Hours during Securities trading hours: 0 DUTIES: Minimal administrative tasks required to maintain entity. Pluto Investments II, LLC Investment-related 788 110th Ave NE #N2107 Bellevue, WA 98004 Nature of Business: Holds personal investments - asset protection. Entity formed to hold personal investments only. "Investment-related" solely with respect to IAR's personal investments. Does not involve the public or any clients. Position: Managing Member Start Date: 12/27/2005 Hours/Month:2 Hours during Securities trading hours: 0 DUTIES: Minimal administrative tasks required to maintain entity. Global Chemical Solutions Not Investment-related 11100 NE 8th Street, Suite 400, Bellevue, WA 98004 Nature of Business: Inactive; remains open solely for legal reasons Position: Manager Start Date: 2008 Hours/Month:0 Hours during Securities trading hours: 0 DUTIES: Minimal administrative tasks required to maintain entity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-13 |
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