Nicole M. Wright

BERNTSON PORTER WEALTH MANAGEMENT

Bellevue, WA 98004

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CRD#: 7206735

Professional summary

Nicole Marie Wright, who also goes by Nikki Gassen, Nikki Wright, is a registered financial advisor currently at BERNTSON PORTER WEALTH MANAGEMENT, LLC located in Bellevue, Washington.

Nicole is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Nicole has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nikki Gassen | Nikki Wright

Other business activities

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.

CAMPS - Center For Advanced Manufacturing Puget Sound Not Investment-related 6915 S. 234th Street, Kent, WA 98032 Nature of Business: Washington Non Profit Corporation - Industry Association. 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: BOD, Treasurer Start Date: 2019 Hours/Month: 4 Hours during Securities trading hours: 2 DUTIES: Minimal administrative tasks required to maintain entity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicole Marie Wright's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 10, 2020 - Present

BERNTSON PORTER WEALTH MANAGEMENT, LLC

Office #1: 11100 Ne 8th St Suite 400, Bellevue, WA 98004

RIA

CRD#: 116276

Bellevue, WA

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.

Highlighted states indicate IAR registrations

IAR

Washington
(1/10/2020)

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

State Security Law Exam

IAR

Series 65

Date: 1/10/2020

Uniform Investment Adviser Law Examination

Current Firm

BERNTSON PORTER WEALTH MANAGEMENT, LLC

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

CRD#: 116276 / SEC#:

Arizona

Registered Investment Advisory firm - (9/13/2018 Approved)

California

Registered Investment Advisory firm - (6/7/2007 Approved)

Hawaii

Registered Investment Advisory firm - (9/6/2023 Approved)

Idaho

Registered Investment Advisory firm - (10/24/2025 Approved)

Iowa

Registered Investment Advisory firm - (10/31/2018 Approved)

Massachusetts

Registered Investment Advisory firm - (3/5/2013 Approved)

Montana

Registered Investment Advisory firm - (2/5/2020 Approved)

Nevada

Registered Investment Advisory firm - (6/30/2025 Approved)

Oregon

Registered Investment Advisory firm - (5/13/2025 Approved)

Washington

Registered Investment Advisory firm - (10/2/2001 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(425) 454-7990

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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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Nicole M. Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicole Marie Wright's CRS (Customer Relationship Summary).

Certified licenses

Experience

BERNTSON PORTER WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/10/2020

Current Firm

BERNTSON PORTER WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

BERNTSON PORTER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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