Bernhardt Wealth Management Inc

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Bernhardt Wealth Management Inc ✚
CRD #	109353
SEC #	801-57320
CIK #
AUM
Employees	4 (100% Investors, 0% Brokers)
Phone	703-356-4380
Address	7601 Lewinsville Road Mclean, VA 22102
Source	[IAPD] [Website]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	105	37.0
(b) Individuals (high net worth individuals)	207	602.7
(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	2	4.9
(h) Charitable organizations	0	0.0
(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	3	22.9
(n) Other	0	0.0
Total	1,040	667.4
By Discretionary
Discretionary	1,037	666.6
Non-Discretionary	3	0.8
Total	1,040	667.4
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		667.4
Total	1,040	667.4

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