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| Bernard Wealth Management Corp
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|---|---|
| CRD # | 159533 |
| SEC # | 801-119146 |
| CIK # | 0002056313 |
| AUM | 314.2 M (2026-03-29) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 248-556-2900 |
| Address | 360 N Main St Royal Oak, MI 48067 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 36.7 | ||
| Apple Inc | 21.5 | ||
| Lilly Eli & Co | 8.5 | ||
| Microsoft Corp | 7.3 | ||
| Alphabet Inc | 6.7 | ||
| Amazon Com Inc | 5.8 | ||
| Caterpillar Inc | 4.4 | ||
| J P Morgan Chase & Co | 3.7 | ||
| Visa Inc | 3.3 | ||
| Wal Mart Stores Inc | 3.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 211 | 66.7 |
| (b) Individuals (high net worth individuals) | 116 | 224.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 21.1 |
| (h) Charitable organizations | 3 | 2.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 848 | 314.2 |
| By Discretionary | ||
| Discretionary | 841 | 293.1 |
| Non-Discretionary | 7 | 21.1 |
| Total | 848 | 314.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 314.2 | |
| Total | 848 | 314.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056313] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 4 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Twin Lakes Capital Management LLC
✚
|
CA | 314.7 M |
|
Vista Advisor Group LLC
✚
|
CA | 314.6 M |
|
Define Financial LLC
✚
|
CA | 314.6 M |
|
Ricketts Financial LLC
✚
|
KY | 314.0 M |
|
Tieton Capital Management LLC
✚
|
WA | 314.0 M |
|
Certified Tax Service Inc
✚
|
IL | 313.9 M |
|
Paradigm Strategies in Wealth Management LLC
✚
|
MN | 313.7 M |
|
Trust Advisory Group Ltd
✚
|
AL | 313.5 M |
|
Carolina Wealth Advisors LLC
✚
|
SC | 313.4 M |
|
Melone Private Wealth LLC
✚
|
MI | 313.2 M |