Bernardo Wealth Planning LLC

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Assets, Funds, Holdings

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Bernardo Wealth Planning LLC
CRD #288705
SEC #801-110661
CIK #
AUM $348.8 MM (100% Disc, 100% US)
Employees11 (82% Investors, 45% Brokers)
Phone267-500-1080
Address464 Main Street
Harleysville, PA 19438
Source IAPDexternal Websiteexternal Twitterexternal Facebookexternal
Total AUM ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other B Capital Fund I LLC 2018-11-14external
0.0
6.1
View All
Fund Directors # Filings # Firms 2011-2019
Nicholas Bernardo 1 1
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