Bentley Wealth Management, LLC

Bentley Wealth Management, LLC (CRD# 171458) is a financial advisory firm headquartered in Marblehead, MA. They manage $30,000,000 in 100 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
89 Front Street, Suite 314, Marblehead, MA 01945
http://www.linkedin.com/in/jacbentley
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $300,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Bentley Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jac Bentley, financial advisor Marblehead MA
Jac A. Bentley
CRD#: 3075676
114 Washington Street, Suite 4, Marblehead, MA 01945

Jac Bentley (CRD# 3075676) is an Investment Advisor Representative working at Bentley Wealth Management, LLC in Marblehead, MA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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