Bernhardt Wealth Management

Trust Score 96%
Trust Score info_outline

Last updated: August 16th, 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.


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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

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