DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Former SEC-registered adviser
Berntson Porter Wealth Management, LLC
Latest filing Mar 27, 2026
First filing on the tape Mar 27, 2026 · 1 filings
RAUM
n/a
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
n/a
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
18
18 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
0 filings and snapshots on the tape
RAUM: no history
HNW client RAUM: no history
State-registered IARs (5.B.3): no history
Employees (5.A): no history
Private funds: no history
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- unknownderivedRAUM over accounts (5.F.2.f)
- Discretionary
- unknownderivedof RAUM
- Institutional
- unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 9.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- unknownreportedItem 5.E
- Advisory activities
- unknownreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- a related person has custody of client cash (9.B.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- n/areported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- n/areported
- Class basis
- on the IAPD state feed, not SEC-registeredderived
Advisors registered through the firm
18 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Gregory Scott Porter | Bellevue, Wa | Oct 2, 2001 | 40 y | 0 |
| Richard Jay DegrootCertified Financial Planner | Bellevue, Wa | Oct 2, 2001 | 29 y | 0 |
| John T Launceford | Bellevue, Wa | Nov 2, 2001 | 35 y | 0 |
| Robert Ross Berntson | Bellevue, Wa | Nov 13, 2001 | 40 y | 0 |
| Kim Marie Tennican | Bellevue, Wa | Feb 20, 2002 | 37 y | 0 |
| Norman Haugen | Bellevue, Wa | Mar 13, 2002 | 38 y | 0 |
| Stein Fredrik Larsen | Bellevue, Wa | Mar 13, 2002 | 38 y | 0 |
| Jeffrey Todd Reed | Emigrant, Mt | May 26, 2008 | 19 y | 0 |
| Jennifer Ann Lilly | Bellevue, Wa | Sep 22, 2008 | 18 y | 0 |
| Mary Frances Actor | Bellevue, Wa | Oct 6, 2008 | 25 y | 0 |
| Michael Anthony Schmidt | Bellevue, Wa | Oct 31, 2008 | 29 y | 0 |
| David P Berthon | Bellevue, Wa | Aug 10, 2009 | 23 y | 0 |
| Eric Michael Curtiss | Bellevue, Wa | Nov 7, 2012 | 21 y | 0 |
| Nicole Marie Wright | Bellevue, Wa | Jan 10, 2020 | 24 y | 0 |
| David Allen Rogiers | Bellevue, Wa | Jan 20, 2021 | 18 y | 0 |
| Steven Francis Peterson | Bellevue, Wa | Jan 21, 2021 | 18 y | 0 |
| Matthew Elloitt Goodwin | Bellevue, Wa | May 25, 2022 | 14 y | 0 |
| Brian Russell Vowinkel | Bellevue, Wa | Jun 25, 2024 | 24 y | 6 |
Advisor movement
Left, latest
- Christopher Scott Julien to Bmms Wealth Advisory LLCNov 19, 2021 · Other
- Brendan James Mcauliffe to Bmms Wealth Advisory LLCDec 10, 2019 · Other
Joined, latest
- Brian Russell Vowinkel from Bordeaux Wealth AdvisorsJun 25, 2024 · RIA to a state-registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
No Schedule A on the extract for this adviser.
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Bellevue, Wa · principal | 17 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
One filing, no change to show.
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Principal office phone
- 425-454-7990reportedpublic record, Form ADV, Mar 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- STATE REGISTEREDderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 15, 2026