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BENTLEY FINANCIAL GROUP

DOWNERS GROVE, IL · CRD 172474 · IAPD ↗ · bentleyfinancialgroup.com · 630-541-6363

$392.8MRegulatory AUM
3Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
March 2025 — BENTLEY FINANCIAL GROUP reported RAUM up 34% ($240.0M -> $321.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2024 — BENTLEY FINANCIAL GROUP notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2024 — BENTLEY FINANCIAL GROUP reported RAUM up 49% ($161.0M -> $240.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.