BENTLEY WEALTH MANAGEMENT, LLC

Overview

Bentley Wealth Management, LLC operates as a small, independent registered investment adviser focused on individual and family clients, along with small-business relationships. The firm delivers fee-based financial planning and discretionary portfolio management alongside commissionable products, which shapes a hybrid business model that blends ongoing asset-management fees, fixed-fee engagements and some transactional revenue. Investment activity centers on public mutual funds and pooled vehicles as the primary portfolio building blocks, with discretionary mandates covering the entire reported asset base. The firm does not position itself as a capital allocator running proprietary funds, and it does not emphasize ESG investing. Advisory services are aimed at hands-on portfolio oversight for personal and small-business balance sheets rather than institutional mandates or pension consulting.

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Investments & Alternatives

Location & Offices