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BERNARD WEALTH MANAGEMENT CORP.
CRD 159533 · SEC 801-119146
360 N. MAIN ST., SUITE 430, ROYAL OAK, MI, 48067, United States
Phone
248-556-2900
Fax
844-215-3716
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$314.2M
Discretionary AUM
$293.1M
Team
4 total employees; 3 advisory reps; 4 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 211 | $66.7M |
| High net worth individuals | 116 | $224.3M |
| Pension/profit sharing plans | 7 | $21.1M |
| Charitable organizations | 3 | $2.1M |
States served
CA, CO, DC, LA, MD, MA, MI, NY, OH, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD