Multi-Family OfficeRIA · CRD 116276

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Berntson Porter Wealth Management

Berntson Porter Wealth Management, LLC is a state-registered investment adviser in Bellevue, WA. It has 18 employees and 18 investment advisers.

Berntson Porter Wealth Management

Berntson Porter Wealth Management, LLC is a state-registered investment adviser in Bellevue, WA. It has 18 employees and 18 investment advisers. The firm is headquartered in Washington state.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Bellevue

Corporate office

Bellevue, WA, United States

Principals

Robert Berntson

Founder and Wealth Advisor

Matt Porter

Founder and Wealth Advisor

Sector focus

Wealth ManagementFinancial PlanningInvestment Advisory

Frequently asked questions

What is the firm's geographic focus?

Berntson Porter operates from Bellevue, Washington, and serves clients primarily in the Pacific Northwest region, including Washington state. It does not publicly list offices outside this area.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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