Investment adviser · CRD 126007

BENTLEY WEALTH ADVISORS, LLC

Investment adviser filing (IA)

WARWICK, RI, United States · Form ADV filed Jun 28, 2012

Regulatory AUM
$49.4M
Form ADV · Item 5.F
Client accounts
137
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 28, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

117 METRO CENTER BLVD, SUITE 3000
WARWICK, RI, 02886, United States

CRD 126007

Filing source

Form ADV 656835 · Jun 28, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.