BERNICKE WEALTH MANAGEMENT, LTD.
Doing business as BERNICKE WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$887,394,335
Discretionary
$886,726,062
Non-discretionary
$668,273
Firm details
- CRD number
- 335431
- SEC file number
- 801-132485
- Main office
- ALTOONA, WI, United States
- Employees
- 26
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.