Robert Ross Berntson

Employer firm

Berntson Porter Wealth Management, LLC CRD 116276

165 advisory clients

Reported services (Item 5G)

• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1985 → 04/2021
  Berntson Porter & Company, Pllc
  Bellevue, WA
• 06/2001 → Present
  Berntson Porter Wealth Management, Llc
  Bellevue, WA
• 05/2021 → Present
  Cbiz Berntson Porter
  Bellevue, WA

Other Businesses

Corporate Advisory Legacy, LLC Not investment-related 11100 NE 8th Street, Suite 400, Bellevue, WA 98004 Nature of business: Holding company (not an operating company) formed to own equity interests in BP Corporate Advisory, LLC, formerly owned by Berntson Porter & Company, LLC. BP Corporate Advisory, LLC, is the owner of BP Securities, LLC, a FINRA member broker-dealer. My Position: Managing Member. Corporate Advisory Legacy is not an operating company. Title or relationship: See above. Start Date: 04/2021 I spend approximately 3-6 hours per week in this role total, typically during securities trading hours. DUTIES: I have no specific duties other than to fulfill the legal obligations of the manager in accordance with the operating agreement and applicable state law. Healthaware, LLC Investment-related 11100 NE 8th Street, Suite 400, Bellevue, WA 98004 Nature of Business: 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: 12/23/2008 Hours/Month: 0 Hours during Securities trading hours: 0 DUTIES: Minimal administrative tasks required to maintain entity. B Family, LLC Investment-related 11100 NE 8th Street, Suite 400, Bellevue, WA 98004 Nature of Business: 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: 06/09/2015 Hours/Month: 0 Hours during Securities trading hours: 0 DUTIES: Minimal administrative tasks required to maintain entity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-10-24

Other Names

• Bob Berntson