BERNARDO WEALTH PLANNING, LLC
Doing business as WELLFULL. SEC Form ADV profile.
Total regulatory AUM
$866,351,060
Discretionary
$866,351,060
Non-discretionary
$0
Firm details
- CRD number
- 288705
- SEC file number
- 801-110661
- Main office
- HARLEYSVILLE, PA, United States
- Employees
- 14
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.