BERNTSON PORTER WEALTH MANAGEMENT, LLC

Overview

Berntson Porter Wealth Management, LLC is organized as a limited liability company and operates as an independent registered investment adviser with an owner-designated individual. The firm describes itself as a capital allocator and focuses its advisory work on the selection of other advisers and managers rather than running a large in-house investment platform. Its fee structure is recorded as "other," indicating non-standard or customized billing arrangements. The firm is not identified as an active ESG investor, is not classified as a pension consultant, and is not designated as a related adviser. The firm maintains industry ties to both broker‑dealers and accounting professionals, reflecting affiliations that support wealth management and implementation through third‑party providers. The dataset indicates the adviser is not registered as a multi‑state adviser even though it maintains offices in more than one state.

Assets & Accounts

Investments & Alternatives

Location & Offices