BP
Berntson Porter Wealth Management, Llc
State-registered
Investment Adviser
CRD 116276
· Bellevue, WA
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ADV data as of Mar 27, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 18
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gregory Scott Porter | Registered representative | Oct 2001 (25y) | ||
| Richard Jay Degroot | Registered representative | CFP | Oct 2001 (25y) | |
| John T Launceford | Registered representative | Nov 2001 (25y) | ||
| Robert Ross Berntson | Registered representative | Nov 2001 (25y) | ||
| Kim Marie Tennican | Registered representative | Feb 2002 (25y) | ||
| Norman Haugen | Registered representative | Mar 2002 (24y) | ||
| Stein Fredrik Larsen | Registered representative | Mar 2002 (24y) | ||
| Jeffrey Todd Reed | Registered representative | May 2008 (18y) | ||
| Jennifer Ann Lilly | Registered representative | Sep 2008 (18y) | ||
| Mary Frances Actor | Registered representative | Oct 2008 (18y) | ||
| Michael Anthony Schmidt | Registered representative | Oct 2008 (18y) | ||
| David P Berthon | Registered representative | Aug 2009 (17y) | ||
| Eric Michael Curtiss | Registered representative | Nov 2012 (14y) | ||
| Nicole Marie Wright | Registered representative | Jan 2020 (7y) | ||
| David Allen Rogiers | Registered representative | Jan 2021 (6y) | ||
| Steven Francis Peterson | Registered representative | Jan 2021 (6y) | ||
| Matthew Elloitt Goodwin | Registered representative | May 2022 (4y) | ||
| Brian Russell Vowinkel | Registered representative | Jun 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.45 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • REFERRAL FEES
Services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗