BENTLEY WEALTH ADVISORS, LLC

Overview

Bentley Wealth Advisors, LLC is structured as a limited liability company controlled by a domestic individual owner. Public disclosures on the firm are sparse: it is categorized as unclassified and reports a non-standard fee model labeled “Other.” The adviser does not identify as an active ESG investor, is not listed as a pension consultant, and appears to maintain an industry relationship with accounting professionals, suggesting close coordination on tax and reporting matters. Investment activity that is disclosed centers on private placements. That focus, combined with a lack of reported discretionary assets, points to a boutique operator that likely sources or evaluates third‑party private offering opportunities rather than running large-scale traditional asset management programs.

Assets & Accounts

Investments & Alternatives

Location & Offices