Bernhardt Wealth Management Review


Trust Score 96%
Trust Score info_outline

Last updated: May 21st, 2019. Data source: SEC filings.

Bernhardt Wealth Management, federally registered in 2000, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 7 advisors. Bernhardt Wealth Management manages $398.9 million and provides investment advisory services for 278 clients (1:40 advisor/client ratio). This firm does not have a disciplinary history.

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down



Download PDF


Firm Information


Feature Value
Minimum Investment $1,000,000
Average Client Balance $1,434,942
Hybrid Advisor No
Disciplinary History No
Total AUM $398.9 million
Advisor / Client Ratio 1:40
Headquarters Mclean, VA
SEC Filings Forms and Brochures    (CRD # 109353)
State(s) Registered DC, LA, MD, NY, SC, TX, VA


Questions & Answers



Get answers about Bernhardt Wealth Management


Ask a question question_answer


Share Firm Profile