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WELLFULL
BERNARDO WEALTH PLANNING, LLC
CRD 288705 · SEC 801-110661
272 RUTH ROAD, HARLEYSVILLE, PA, 19438, United States
Phone
267-500-1080
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$866.4M
Discretionary AUM
$866.4M
Team
14 total employees; 7 advisory reps; 25 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 495 | $118.3M |
| High net worth individuals | 289 | $662.2M |
| Pooled investment vehicles | 8 | $76.5M |
| Corporations/business entities | 9 | $9.3M |
States served
CA, CO, DE, NJ, NY, PA, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD