Overview
Assets Under Management: $427 million
Headquarters: MCLEAN, VA
High-Net-Worth Clients: 179
Average Client Assets: $2.2 million
Frequently Asked Questions
BERNHARDT WEALTH MANAGEMENT, INC. 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 #109353), BERNHARDT WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
BERNHARDT WEALTH MANAGEMENT, INC. is headquartered in MCLEAN, VA.
BERNHARDT WEALTH MANAGEMENT, INC. serves 179 high-net-worth clients according to their SEC filing dated October 19, 2018. View client details ↓
According to their SEC Form ADV, BERNHARDT WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
BERNHARDT WEALTH MANAGEMENT, INC. manages $427 million in client assets according to their SEC filing dated October 19, 2018.
According to their SEC Form ADV, BERNHARDT WEALTH MANAGEMENT, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 179
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.93%
Average Client Assets: $2.2 million
Total Client Accounts: 812
Discretionary Accounts: 812
Regulatory Filings
CRD Number: 109353
Filing ID: 1246874
Last Filing Date: 2018-10-19 12:15:00