Bertelsen Winery

What Bertelsen Winery does

Bertelsen Winery is a family-owned winery located on a scenic hillside in southern Skagit County, Washington State, operating since opening to the public on May 1, 2014. The business is co-owned and managed by second-generation Skagitonian Steve Bertelsen and his father Richard Bertelsen, with a headcount of 1-10 employees and no disclosed external investors or institutional ownership. The company sources grapes from multiple vineyards and AVAs across Eastern Washington State — including Columbia Valley, Red Mountain, Horse Heaven Hills, Wahluke Slope, and Royal Slope — while maintaining an estate vineyard of Pinot Noir, Pinot Gris, and Madeleine Angevine within the Puget Sound AVA in Skagit Valley. Its portfolio spans White Blend, Rosé, Pinot Gris, Merlot, Malbec, Cabernet Sauvignon, Syrah, Petite Sirah, and Red Blend varietals, priced between $17 and $48 per bottle. Production uses traditional winemaking processes with no disclosed proprietary technology, patents, or AI/ML components.

The winery operates a direct-to-consumer go-to-market motion anchored on its on-site tasting room in Mount Vernon, Washington, open Wednesday through Sunday. Revenue is generated across four streams: one-time wine sales (tasting room, e-commerce, and select local restaurants) subject to a 6-bottle online minimum and Washington-State-only shipping; a two-tier Wine Club subscription (Starbird: 6 bottles twice yearly with 15% discount; Goldfinch: 12 bottles twice yearly with 20% discount), both currently operating with waiting lists; event venue rentals through The Vine event center (up to 175 guests) and the Barrel Room (up to 30 guests) for weddings, corporate events, reunions, private parties, and fundraisers; and eGift Cards sold through the Toast Tab platform, redeemable for in-house tastings, appetizers, pizzas, and bottles to go.

Marketing is conducted through organic social media on Facebook and Instagram, a 2026 Summer Concert Series featuring five ticketed live-music events sold via TicketSpice, and a local sponsorship model with Platinum and Gold sponsors underwriting the concert series. Target customer segments are individual wine consumers seeking a family-friendly tasting experience, event organizers needing vineyard-view venues in Skagit Valley, and select local restaurants seeking Washington State wines. The business model is geographically constrained (Washington State only), vertically diversified across wine, subscriptions, events, and gifting, and entirely family-held with no funding rounds, awards, or regulatory actions on record.

Name

Bertelsen Winery

Legal name

Bertelsen Winery

Website

https://bertelsenwinery.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

Bertelsen Winery is a family-owned Washington State winery producing diverse wines from multiple Eastern Washington AVAs and a Skagit Valley estate vineyard, selling direct-to-consumer through its tasting room, e-commerce site, wine club, and event venue rentals.

Ownership category

akta.pro rank

Product category

Winery / Wine Production

NAICS

Wineries (312130), Drinking Places (Alcoholic Beverages) (722410)

SIC

Retail-Eating & Drinking Places (5810)

akta.pro primary industry

Wineries & Vineyards (Tasting Rooms) (THAFALAE)

akta.pro secondary industry

Wine Tastings & Vineyard/Winery Tours (THAJAGAD)

Keywords

• Wine production
• Wine retail sales
• Wine club subscriptions
• Event venue rental
• Tasting room services

Headquarters

HQ city

Mount Vernon

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Hardware or Manufacturing

Cost components

Supply Chain, Operations, Personnel, Marketing or Sales, Infrastructure

Revenue model

1. Direct Wine Sales: The winery sells wines directly to consumers through its on-site tasting room, e-commerce website, and select local restaurants. Online orders require a minimum of 6 bottles and can only be shipped within Washington State.
2. Wine Club Subscriptions: Two membership tiers with automatic shipments twice yearly. Starbird Level offers 6 bottles per shipment with 15% discount; Goldfinch Level offers 12 bottles per shipment with 20% discount. Membership cost is full retail value minus club discounts plus taxes and shipping. Both tiers currently have waiting lists.
3. Event Venue Rental: The Vine event center accommodates up to 175 guests for weddings, corporate events, reunions, private parties, and fundraisers. The Barrel Room adjoins the tasting room with 30-guest capacity at an hourly rental rate. Catering is provided by licensed caterers or self-catering.
4. Gift Cards: eGift Cards sold through Toasttab platform, redeemable for in-house tastings, appetizers, pizzas, and bottles to go.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels4 records

Core offering

Bertelsen Winery is a family-owned winery in Skagit County, Washington that produces wines sourced from multiple Eastern Washington AVAs and estate vineyard plantings in the Puget Sound AVA. The winery sells its wine through an on-site tasting room, a Washington-State-only e-commerce website (6-bottle minimum), a two-tier wine club with recurring twice-yearly shipments, and select local restaurants. Additional offerings include event venue rentals (The Vine and Barrel Room), eGift Cards, and a summer concert series.

Product overview

Bertelsen Winery is a family-owned winery in Skagit County, Washington, that opened on May 1, 2014. The core product is their wine collection sourced from Eastern Washington vineyards, featuring varietals including White Blend, Rosé, Pinot Gris, Merlot, Malbec, Cabernet Sauvignon, Syrah, Petite Sirah, and Red Blend. The winery operates a Wine Club subscription program with two tiers (Starbird and Goldfinch) offering recurring bottle allocations with member discounts. Additional offerings include eGift Cards for tastings and purchases, and event venue rentals through The Vine (175-capacity event center) and Barrel Room (30-capacity space). The winery hosts a concert series and various events throughout the year. Sales channels include the tasting room, online store with Washington State shipping (6-bottle minimum), and the wine club.

Differentiator

Problem solved

Functional benefit

Products and services

• Bertelsen Wines (Wine Collection)

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

13 partnerships are on record, tiered minor.

• Jewell ElectricminorGTM or Marketing Partner · 1 January 20262026 Platinum Sponsor for Bertelsen Winery concert series. Jewell Electric is an electrical services company.
• Lenz EnterprisesminorGTM or Marketing Partner · 1 January 20262026 Platinum Sponsor for Bertelsen Winery concert series. Lenz Enterprises is a business services company.
• Smokey Point ConcreteminorGTM or Marketing Partner · 1 January 20262026 Platinum Sponsor for Bertelsen Winery concert series.
• Sound Cedar LumberminorGTM or Marketing Partner · 1 January 20262026 Platinum Sponsor for Bertelsen Winery concert series.
• Spane BuildingsminorGTM or Marketing Partner · 1 January 20262026 Platinum Sponsor for Bertelsen Winery concert series.
• Skagit RealtyminorGTM or Marketing Partner · 1 January 20262026 Platinum Sponsor for Bertelsen Winery concert series.
• KFox InsulationminorGTM or Marketing Partner · 1 January 20262026 Platinum Sponsor for Bertelsen Winery concert series.
• Sollid Real Estate Ali BertelsenminorGTM or Marketing Partner · 1 January 20262026 Gold Sponsor for Bertelsen Winery concert series.
• Angel of the WindsminorGTM or Marketing Partner · 1 January 20262026 Gold Sponsor for Bertelsen Winery concert series. Angel of the Winds is a casino and entertainment venue.
• The NOAH CenterminorGTM or Marketing Partner · 1 January 20262026 Gold Sponsor for Bertelsen Winery concert series. The NOAH Center is an animal shelter and adoption center.
• LeMaster GraphicsminorGTM or Marketing Partner · 1 January 20262026 Gold Sponsor for Bertelsen Winery concert series. LeMaster Graphics is a web design and branding agency that designed the winery's website.
• Hamilton LumberminorGTM or Marketing Partner · 1 January 20262026 Gold Sponsor for Bertelsen Winery concert series.
• Jeff and Rebecca PhotographyminorGTM or Marketing Partner · 1 January 2026Photography services for the winery's event venue photo gallery and throughout the website.

Scale indicators2 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Chateau Ste. Michelle: Washington State's largest and most established winery with broad varietal portfolio, estate hospitality, and large-scale distribution. Relevant as the dominant incumbent that defines competitive dynamics for small family DTC wineries.
• Delille Cellars: Established Woodinville-based Washington winery with Bordeaux-style portfolio, tasting room, and wine club. Comparable varietal breadth and DTC/club channel mix, but at materially larger scale and broader distribution.

Direct peers

• Locus Wines: Boutique Washington winery sourcing from premium AVAs and operating a wine club with limited allocations. Comparable multi-AVA sourcing, allocation-based DTC, and small-scale producer profile.
• Eagle Haven Winery: Small family winery on Whidbey Island in Washington's Puget Sound region with tasting room and wine club. Comparable estate vineyard focus, boutique scale, and DTC subscription model.
• Cadence Winery: Boutique family-owned Washington winery producing estate and sourced wines with a tasting room and wine club memberships. Comparable boutique DTC-plus-club structure with multiple varietals.
• Convergence Zone Cellars: Small Woodinville, WA winery producing limited-quantity wines with a wine club and tasting room. Similar boutique DTC model with multi-varietal sourcing and subscription-based retention.
• Hedlin Family Vineyards: Family-owned Washington winery in La Conner within Skagit Valley, offering estate-grown wines, a tasting room, and event venue rentals. Highly comparable geographic market, family-ownership structure, and DTC-plus-events business model.
• Spada Vineyards: Family winery based in Mount Vernon, WA (same city as Bertelsen) producing estate wines with a tasting room. Closest local peer, competing for the same Skagit Valley DTC consumer and event traffic.
• JM Cellars: Woodinville-based small winery offering limited-production wines, a wine club with waiting list, and an estate event venue for private functions. Closely comparable DTC, club, and event-driven model.
• Chateau Faire Le Pont: Small family-owned Walla Walla winery combining a tasting room with event venue hosting weddings and private events. Comparable DTC-plus-hospitality revenue mix and family-owned positioning.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/bertelsenwinery
• Instagraminstagram.com/bertelsenwinery
• Xx.com/bertelsenwinery

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bertelsen Winery