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RIA / WealthAdvisor24 years in industry

BRIAN RUSSELL VOWINKEL

Advisor at BERNTSON PORTER WEALTH MANAGEMENT, LLC

BELLEVUE, WA

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Search this name across graphsid dfx:ria:e4d195b2-71ec-621c-5aef-0b14ecd6b993

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Feb 27, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BERNTSON PORTER WEALTH MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 27, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jan 31, 2019
First registration: Feb 27, 2002
Dual registered: no
IAPD individual key: 4263104

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BERNTSON PORTER WEALTH MANAGEMENT, LLC	State registered	Jun 25, 2024	n/a	yes	BELLEVUE, WA	Current employment
BORDEAUX WEALTH ADVISORS	Former SEC adviser	Sep 29, 2021	Apr 9, 2024	no	MENLO PARK, CA\|Bellevue, WA	Previous registration
COLDSTREAM WEALTH MANAGEMENT	Independent wealth	Mar 7, 2019	Sep 10, 2021	no	Seattle, WA\|BELLEVUE, WA	Previous registration
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Jul 27, 2012	Jun 11, 2014	no	Seattle, WA	Previous registration
RANGER SELECT LLC	n/a	May 23, 2011	Jun 1, 2012	no	SEATTLE, WA	Previous registration
CONVERGENT WEALTH ADVISORS, LLC	Former SEC adviser	May 3, 2007	Oct 15, 2010	no	KIRKLAND, WA	Previous registration
LYDIAN WEALTH MANAGEMENT COMPANY, LLC	n/a	Feb 27, 2002	May 3, 2007	no	KIRKLAND, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BORDEAUX WEALTH ADVISORS	BERNTSON PORTER WEALTH MANAGEMENT, LLC	Apr 9, 2024	Jun 25, 2024	77	Firm change	RIA to state RIA
COLDSTREAM WEALTH MANAGEMENT	BORDEAUX WEALTH ADVISORS	Sep 10, 2021	Sep 29, 2021	19	Firm change	RIA to RIA
U.S. BANCORP INVESTMENTS, INC.	COLDSTREAM WEALTH MANAGEMENT	Jun 11, 2014	Mar 7, 2019	1,730	Firm change after gap	Other
RANGER SELECT LLC	U.S. BANCORP INVESTMENTS, INC.	Jun 1, 2012	Jul 27, 2012	56	Firm change	Other
CONVERGENT WEALTH ADVISORS, LLC	RANGER SELECT LLC	Oct 15, 2010	May 23, 2011	220	Firm change	Other
LYDIAN WEALTH MANAGEMENT COMPANY, LLC	CONVERGENT WEALTH ADVISORS, LLC	May 3, 2007	May 3, 2007	0	Firm change	Other

Relationships

Registered with (7)

→ BERNTSON PORTER WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jun 25, 2024 to presentfactForm ADV
→ BORDEAUX WEALTH ADVISORSRegistered adviserregistration: previous registration
Sep 29, 2021 to Apr 9, 2024factForm ADV
→ COLDSTREAM WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Mar 7, 2019 to Sep 10, 2021factForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Jul 27, 2012 to Jun 11, 2014factForm ADV
→ RANGER SELECT LLCRegistered adviserregistration: previous registration
May 23, 2011 to Jun 1, 2012factForm ADV
→ CONVERGENT WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
May 3, 2007 to Oct 15, 2010factForm ADV
→ LYDIAN WEALTH MANAGEMENT COMPANY, LLCRegistered adviserregistration: previous registration
Feb 27, 2002 to May 3, 2007factForm ADV

Dated events

Occurred
Apr 9, 2024
Advisor changed firm
Brian Russell Vowinkel left Bordeaux Wealth Advisors for Berntson Porter Wealth Management, Llc (registered 2024-06-25)
Form ADVobserved 4 days ago