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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2021-01-20 |
Branch Locations
11100 Ne 8Th St Suite 400, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berntson Porter & Company, Pllc | Bellevue | WA | 10/2007 | 04/2021 |
| Berntson Porter Wealth Management, Llc | Bellevue | WA | 01/2021 | Present |
| Cbiz Berntson Porter | Bellevue | WA | 05/2021 | Present |
| Mayer Hoffman Mccann P.C. | Bellevue | WA | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-20 |
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