Nicholas Anthony Bernardo is listed as Managing Partner at Bernardo Wealth Planning, LLC in Harleysville, PA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Bernardo Wealth Planning, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Nicholas Anthony Bernardo work?
Nicholas Anthony Bernardo is listed as Managing Partner at Bernardo Wealth Planning, LLC on SEC Form ADV.
How much of Bernardo Wealth Planning, LLC does Nicholas Anthony Bernardo own?
Form ADV reports a beneficial ownership band of Over 75%.