# Berntson Porter Wealth Management

Berntson Porter Wealth Management is a Multi Family Office based in Bellevue, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Bellevue, United States
- **Region:** North America
- **Address:** Bellevue, WA, United States
- **Assets under management:** Undisclosed
- **Website:** berntsonporter.com

## Regulatory record

- **CRD number:** 116276
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-27T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/116276

## About

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.

## Sectors

- Wealth Management
- Financial Planning
- Investment Advisory

## People

- Robert Berntson — Founder and Wealth Advisor
- Matt Porter — Founder and Wealth Advisor

## 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.

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- [Wilson Financial Advisors](https://altss.com/profile/wilson-financial-advisors-inc)
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Last updated: 2026-07-06T01:24:12.422Z

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