BENTLEY WEALTH ADVISORS, LLC
CRD #126007 SEC #801-68967 WARWICK, RI 401-921-2002
SEC Registered
Total AUM
$49.4M
Discretionary
$49.4M
Employees
11
Clients
1
Accounts
137
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Rhode Island
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MONETA INVESTORS, LLC | DE | MEMBER | E | Control |
| MONETA INVESTORS, LLC | DE | MEMBER | E | Control |
| BRIGGS, HAROLD, EDWARD | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | B | Control |
| BRIGGS, HAROLD, EDWARD | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | B | Control |
| BRIGGS, HAROLD, EDWARD | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | B | Control |
| BROUGH, JOHN, J | I | MEMBER | B | |
| D'AMICO, ROBERT, A. | I | MEMBER | B | |
| DEMERCHANT, RICHARD, A | I | MEMBER | B | |
| DISANTO, DAVID, PAUL | I | MEMBER | B | |
| FORSYTHE, THOMAS, NICHOLAS | I | MEMBER | B | |
| KORTICK, LAWRENCE, D | I | MEMBER | B | |
| MARTIN, JAMES | I | MEMBER | B | |
| PIROLLI, WILLIAM, ROBERT | I | MEMBER | B | |
| SCIUTO, FRANK, THOMAS | I | MEMBER | B |
Registrations
Federal
IA
Mar 30, 2012 REGISTERED
Notice Filings (2)
MA RI
Address
117 METRO CENTER BLVDSUITE 3000
WARWICK, RI 02886
United States
Phone: 401-921-2002