BW
Bentley Wealth Advisors, Llc
State-registered
Investment Adviser
CRD 293311
· Warwick, RI
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ADV data as of Jan 22, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 12
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Paul Di Santo | Registered representative | Personal Financial Specialist | Jan 2019 (8y) | |
| Gina Marie Devecchis | Registered representative | Personal Financial Specialist | Jan 2019 (8y) | |
| James Martin | Registered representative | Jan 2019 (8y) | ||
| John J Brough | Registered representative | Jan 2019 (8y) | ||
| Peter Michael Gervais | Registered representative | CFP | Jan 2019 (8y) | |
| Robert Albert D'amico | Registered representative | CFP | Jan 2019 (8y) | |
| Thomas Nicholas Forsythe | Registered representative | Jan 2019 (8y) | ||
| Frank Thomas Sciuto | Registered representative | CFP Personal Financial Specialist | Jan 2019 (8y) | |
| William Robert Pirolli | Registered representative | Personal Financial Specialist | Jan 2019 (8y) | |
| Frank Falcone Previti | Registered representative | Dec 2021 (5y) | ||
| Emilio Nicola Colapietro | Registered representative | Jan 2022 (5y) | ||
| Gregory Paul Rodger | Registered representative | Dec 2023 (3y) |
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) | 01/22/2026 | 1.05 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
- • Other services
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: Jan 22, 2026.
View current Form ADV (SEC/IAPD) ↗