$38.9M Total AUM
$38.9M Disc. AUM
-- 3Y CAGR
1 Employees
132 ADV. Clients
11 yrs Firm Age
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- Custodian
- Altruist ยท Folio Investments
- Clients
- Retail
- Platforms
- PeakSignal meridian
- Established Date
- 10-17-2014
- Office Locations
- 1
Office Locations
114 Washington Street Suite 4 Marblehead MA
About Bentley Wealth Management, LLC
Bentley Wealth Management is an independent fiduciary consulting firm in Marblehead, MA advising a private group of clients, including entrepreneurs. The firm provides wealth management and hands-on investment planning alongside broader financial, estate, and insurance planning. Portfolios are constructed primarily with ETFs, blending asset-allocation, active, and index approaches, and are supported by tools such as RightCapital and Folio.
Team overview
47 AVG AGE
$38.9M AVG AUM / ADVISOR
$295.0K AVG AUM / CLIENT
11.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Insight alpha
Client Personas
Vital horizon
Custodian
Vital Timber meridian
Investment Themes
Timber prime Meridian zenith Value Legacy insight
Investment Vehicles
Vital legacy
Services
Value quantum Prime Beacon eagle Atlas legacy Signal Insight
Technology
Value fusion Crest foundation
Owner & Executives
JAC ALLEN BENTLEY
Advisor, Managing Member, Owner
- CRD
- #3075676
- Ownership
- 75% or more
(761) 909-3996
ember.meridian@vertexcapital.com
in linkedin.com/in/glacier-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,935,722 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,935,722 | -- |
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Separately Managed Accounts
Total SMA Asset: $38,935,722
Public Funds:
47.5% Cash:
52.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $611,459,805 | 47.5% |
| Cash | $675,823,996 | 52.5% |
| Total | $1,287,283,801 | 100.0% |