PPrivate Fund Data Log in Join · $37/mo

Bernard Wealth Management Corp.

● SEC registered since 2020CRD 159533SEC# 801-119146Royal Oak, MI
Export (members)
Reg. AUM
$278.4M
Employees
5
Accounts
788
Location
Royal Oak, MI

Bernard Wealth Management Corp. assets under management

Bernard Wealth Management Corp. is an investment advisory firm registered with the SEC based in Royal Oak, MI. The firm has been registered since 2020. It reports $278.4 million in regulatory assets under management and employs 5 people.
www.facebook.com/bernardwealthmanagementView on SEC.gov ↗

Bernard Wealth Management Corp. owners & executives

4 reported
NameTitleOwnershipSince
Andrew Paul Niedermeier ControlChief Investment Officer10-25%2023
Deanna Joyce HarlessDirector Of Financial PlanningUnder 5%2023
Kenneth Mark Bernard ControlChief Compliance OfficerOver 75%2011
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Bernard Wealth Management Corp. manage?

Bernard Wealth Management Corp. reports $278.4 million in regulatory assets under management on its Form ADV.

How many employees does Bernard Wealth Management Corp. have?

Bernard Wealth Management Corp. reports 5 employees.

Where is Bernard Wealth Management Corp. located?

Bernard Wealth Management Corp. is based in Royal Oak, MI and has been SEC-registered since 2020.

Does Bernard Wealth Management Corp. disclose fund performance?

Bernard Wealth Management Corp. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address360 N. Main St., Suite 430, Royal Oak, MI 48067
Phone248-556-2900
Fax844-215-3716
Office hours8a.m. To 5p.m.
SEC regionChicago Regional Office (CHRO)
CIK2056313
Discloses disciplinary historyNo

Assets under management

Discretionary$260.2M
Non-discretionary$18.2M
Total (RAUM)$278.4M