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Ashleigh Cooper Swayze

Chief Compliance OfficerBernardo Wealth Planning, LLCCRD 4632543

About Ashleigh Cooper Swayze

Ashleigh Cooper Swayze is listed as Chief Compliance Officer at Bernardo Wealth Planning, LLC in Harleysville, PA. Form ADV reports a beneficial ownership band of Under 5%. Ashleigh Cooper Swayze is associated with 12 registered advisers.

Reported ownership

Owns Under 5% of Bernardo Wealth Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Ashleigh Cooper Swayze work?

Ashleigh Cooper Swayze is listed as Chief Compliance Officer at Bernardo Wealth Planning, LLC on SEC Form ADV.

How much of Bernardo Wealth Planning, LLC does Ashleigh Cooper Swayze own?

Form ADV reports a beneficial ownership band of Under 5%.

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TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
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