RIA Intel›Advisers›Massachusetts›BENTLEY WEALTH MANAGEMENT, LLC

BENTLEY WEALTH MANAGEMENT, LLC

Advisory

MARBLEHEAD, MA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Rank in MA
#1,213
of 1,590 advisers by AUM
Average account
$208K
across 187 accounts
AUM per adviser
$39M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM
$39M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$39M
Discretionary AUM$39M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients132
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

MARTINELLI DISCENZA INVESTMENT COUNSEL, INC.
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$39M
-5.8% 1Y
MJM INVESTMENT ADVISORS, INC.
$39M
VERITAS FINANCIAL ADVISORS LLC
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$39M
+37.0% 1Y
LONG POINT WEALTH MANAGEMENT, LLC
$38M
MACDONALD WEALTH MANAGEMENT, LLC
MANSFIELD, MA
$38M
TAILWIND WEALTH MANAGEMENT, LLC
$38M

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