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Robert Ross Berntson

BERNTSON PORTER WEALTH MANAGEMENT
BELLEVUE, WA
·CRD# 4469415·25 years experience

Professional Summary

Robert Ross Berntson, who also goes by Bob Berntson, is a registered financial advisor currently at BERNTSON PORTER WEALTH MANAGEMENT, LLC located in Bellevue, Washington. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Robert has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bob Berntson

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

25 years in the financial services industry

Current & Past Employments

BERNTSON PORTER WEALTH MANAGEMENT, LLC·CRD# 116276
RIA
11100 Ne 8th St Suite 400, Bellevue, WA 98004
November 13, 2001 - Present

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Current Firm

BP
BERNTSON PORTER WEALTH MANAGEMENT, LLC

BERNTSON PORTER WEALTH MANAGEMENT, LLC | BERTSON PORTER WEALTH MANAGEMENT, LLC

CRD#: 116276
Arizona
Registered Investment Advisory firm - Arizona (9/13/2018 Approved)
California
Registered Investment Advisory firm - California (6/7/2007 Approved)
Hawaii
Registered Investment Advisory firm - Hawaii (9/6/2023 Approved)
Idaho
Registered Investment Advisory firm - Idaho (10/24/2025 Approved)
Iowa
Registered Investment Advisory firm - Iowa (10/31/2018 Approved)
Massachusetts
Registered Investment Advisory firm - Massachusetts (3/5/2013 Approved)
Montana
Registered Investment Advisory firm - Montana (2/5/2020 Approved)
Nevada
Registered Investment Advisory firm - Nevada (6/30/2025 Approved)
Oregon
Registered Investment Advisory firm - Oregon (5/13/2025 Approved)
Washington
Registered Investment Advisory firm - Washington (10/2/2001 Approved)

Contact Information

Main Address

11100 Ne 8th St Suite 400, Bellevue, WA 98004

Phone Number

(425) 454-7990

# of Employees

18

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Corporate Advisory Legacy, LLC Not investment-related 11100 NE 8th Street, Suite 400, Bellevue, WA 98004 Nature of business: Holding company (not an operating company) formed to own equity interests in BP Corporate Advisory, LLC, formerly owned by Berntson Porter & Company, LLC. BP Corporate Advisory, LLC, is the owner of BP Securities, LLC, a FINRA member broker-dealer. My Position: Managing Member. Corporate Advisory Legacy is not an operating company. Title or relationship: See above. Start Date: 04/2021 I spend approximately 3-6 hours per week in this role total, typically during securities trading hours. DUTIES: I have no specific duties other than to fulfill the legal obligations of the manager in accordance with the operating agreement and applicable state law. Healthaware, LLC Investment-related 11100 NE 8th Street, Suite 400, Bellevue, WA 98004 Nature of Business: Entity formed to hold personal investments only. "Investment-related" solely with respect to IAR's personal investments. Does not involve the public or any clients. Position: Managing Member Start Date: 12/23/2008 Hours/Month: 0 Hours during Securities trading hours: 0 DUTIES: Minimal administrative tasks required to maintain entity. B Family, LLC Investment-related 11100 NE 8th Street, Suite 400, Bellevue, WA 98004 Nature of Business: Entity formed to hold personal investments only. "Investment-related" solely with respect to IAR's personal investments. Does not involve the public or any clients. Position: Managing Member Start Date: 06/09/2015 Hours/Month: 0 Hours during Securities trading hours: 0 DUTIES: Minimal administrative tasks required to maintain entity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Washington
(11/13/2001)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2001About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Robert Ross Berntson's CRS (Customer Relationship Summary).

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