Bentley Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$38,935,722
Clients
132
8% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
132
Very HighAverage account size
$294,968
About
Bentley Wealth Management provides financial planning and personalized investment management to individuals, high‑net‑worth clients, families and small businesses. Its services include customized discretionary and non‑discretionary portfolio management and comprehensive financial planning covering retirement, estate, tax and education strategies.
The firm describes an investment approach based on “scientific, engineered portfolios” that emphasize global diversification, risk control, and avoidance of market timing or speculative strategies. Portfolios may include mutual funds, ETFs, common and preferred stocks, options, exchange‑traded REITs and MLPs, certificates of deposit and a range of bonds, with asset allocation and security selection tailored to each client’s objectives and risk tolerance.
Notably, BWM discloses relationships with insurance companies (Athene, SILAC) and — in addition to asset‑based advisory arrangements and planning engagements — accepts commission arrangements that are uncommon among independent advisers. The brochure also states the firm manages each client account individually rather than aggregating trades, does not receive soft‑dollar research or brokerage referrals, and debits fees from client accounts (constructive custody) while clients receive statements directly from independent custodians.
Client services
Financial planning
Portfolio management
Insurance
Expertise
Options & derivatives strategies
Fee options
$0 - $1,000,000: 1.00% $1,000,000+: 0.75%
Commissions reported but not detailed in brochure
Account minimum: $500,000 Minimum fee: Financial planning fees range from $2,500 to $5,000 annually Fee-only: Financial planning fees ($2,500 - $5,000)
Main office location
Bentley Wealth Management, LLC
89 Front Street, Suite 314
Marblehead MA 01945, United States
Number of offices
1
Most active in
Bentley Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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