Overview
Assets Under Management: $113 million
Headquarters: PASADENA, CA
High-Net-Worth Clients: 30
Average Client Assets: $3.0 million
Frequently Asked Questions
BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #283871), BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT is headquartered in PASADENA, CA.
BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT serves 30 high-net-worth clients according to their SEC filing dated February 24, 2026. View client details ↓
According to their SEC Form ADV, BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT manages $113 million in client assets according to their SEC filing dated February 24, 2026.
According to their SEC Form ADV, BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.70%
Average Client Assets: $3.0 million
Total Client Accounts: 216
Discretionary Accounts: 202
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 283871
Filing ID: 2045990
Last Filing Date: 2026-02-24 12:33:00