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BERNICKE WEALTH MANAGEMENT

BERNICKE WEALTH MANAGEMENT, LTD.

CRD 335431 · SEC 801-132485

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1565 BLUESTEM BLVD., ALTOONA, WI, 54720, United States

Phone

715-832-1173

Fax

715-832-1933

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$887.4M

Discretionary AUM

$886.7M

Team

26 total employees; 6 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-05-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals513$233.9M
High net worth individuals355$605.0M

States served

AZ, CO, MN, NE, WI, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD