ADV / CRS

ADV Filing

Our ADV filing with the Securities and Exchange Commission covers important areas that include our business practices, investment strategies, fees,  operations, and more.

www.adviserinfo.gov

Client Relationship Summary

Our Client Relationship Summary is available for download.

Bentham Wealth Advisors Inc. (“BW”) is a registered investment advisor registered with the SEC. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by BW in the rendering of personalized investment advice for compensation shall not be made without first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of BW, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.