NW
NW

Nicole Wright

6 Years of Experience
Bellevue, WA

Nicole Wright is a registered investment advisor at Berntson Porter Wealth Management, LLC, based in Bellevue, WA, with 6 years of industry experience. Nicole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
18 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

11100 NE 8th St, Suite 400, Bellevue, WA, 98004

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Nicole is on the Board of Directors and Treasurer for CAMPS - Center For Advanced Manufacturing Puget Sound, a Washington non-profit corporation. She dedicates minimal time to minimal administrative tasks required to maintain the entity.

Employment History
Current Registrations
Berntson Porter Wealth Management, LLC
January 2020 - Present · 6 yrs 4 mos
State Registrations1 state
WA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.