← Back to searchVisit website
BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT
BERNARD & JOHNSON, LLC
CRD 283871 · SEC 801-134382
201 S. LAKE AVENUE, SUITE 502, PASADENA, CA, 91101, United States
Phone
(626) 405-2920
Fax
(626) 405-2997
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$113.1M
Discretionary AUM
$107.8M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $18.2M |
| High net worth individuals | 30 | $91.3M |
States served
CA, OR, TX
All web addresses on file
Official SEC filing: View on IAPD