What departments does Bentley Wealth Management have?

Bentley Wealth Management has employees across 1 departments including Finance.

What is the largest department at Bentley Wealth Management?

The largest department at Bentley Wealth Management is Finance with 1 employees.

Where are Bentley Wealth Management employees located globally?

Bentley Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Bentley Wealth Management's team size changed over time?

Bentley Wealth Management's team has remained stable from approximately 1 to 1 employees based on available data.

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Bentley Wealth Management Employee Directory

Investment ManagementMassachusetts, United States2-10 Employees

Bentley Wealth Management is a small investment management and financial planning firm that operates on a fee-only model, deriving income exclusively from client fees. This structure aims to provide independent, unbiased advice for building and managing wealth in a financial landscape that can be overwhelming and prone to sales-driven product recommendations.

Based in Marblehead, Massachusetts, the firm serves individuals, families, and entities seeking professional guidance on wealth planning and investment strategy. As a registered investment adviser with Massachusetts, Bentley Wealth Management functions as a fiduciary to its clients, prioritizing their interests in its advisory work.

Bentley Wealth Management Global Highlights

North America
1

United States Of America
1

Bentley Wealth Management's Leadership

J. B.
Investment Adviser | Wealth Manager | Company Retirement Plan Fiduciary
Mobile Phone
Email

Bentley Wealth Management Employee Metrics

100%

50%

2026

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Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Bentley Wealth Management

Name

Title

Contact Info

Location

Last Update

J. B.
Investment Adviser | Wealth Manager | Company Retirement Plan Fiduciary
Mobile Phone
Email
United StatesMassachusetts
Jun 28, 2026

Frequently Asked Questions

What is Bentley Wealth Management known for?

Bentley Wealth Management was founded in 2007 operates in the Investment Management industry. Explore Bentley Wealth Management's company overview page for more information.

What is Bentley Wealth Management's most common email format?

Bentley Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bentley Wealth Management email formats with LeadIQ.

How many employees does Bentley Wealth Management have currently?

Bentley Wealth Management has approximately 2 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Bentley Wealth Management's key employees and leadership?

As of August 2026, Bentley Wealth Management's key employees include:

Investment Adviser | Wealth Manager | Company Retirement Plan Fiduciary: J. B.

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Bentley Wealth Management Employee Directory

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