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BCS PRIVATE WEALTH MANAGEMENT
BERNARD CAROLI WEALTH MANAGEMENT INC.
CRD 174761 · SEC 801-89173
47 WEST RIVER ROAD, SUITE B, RUMSON, NJ, 07760, United States
Phone
732-291-7272
Fax
732-289-9259
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$469.7M
Discretionary AUM
$469.7M
Team
6 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 95 | $34.6M |
| High net worth individuals | 118 | $387.9M |
| Pooled investment vehicles | 2 | $17.9M |
| Charitable organizations | 2 | $13.8M |
| Corporations/business entities | 7 | $15.5M |
States served
CA, CO, MD, NJ, NY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD