BERNARD WEALTH MANAGEMENT CORP.
SEC Form ADV profile.
Total regulatory AUM
$314,245,504
Discretionary
$293,149,920
Non-discretionary
$21,095,584
Firm details
- CRD number
- 159533
- SEC file number
- 801-119146
- Main office
- ROYAL OAK, MI, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.