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| Bernicke Wealth Management Ltd
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|---|---|
| CRD # | 335431 |
| SEC # | 801-132485 |
| CIK # | 0001569863 |
| AUM | 887.4 M (2026-05-26) |
| Employees | 26 (23% Investors, 23% Brokers) |
| Fees | |
| Minimum | |
| Phone | 715-832-1173 |
| Address | 1565 Bluestem Blvd Altoona, WI 54720 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 1.1 | ||
| 3M Co | 1.1 | ||
| Microsoft Corp | 1.1 | ||
| Lilly Eli & Co | 1.1 | ||
| Salesforce Com Inc | 1.0 | ||
| Lowes Companies Inc | 1.0 | ||
| Costco Wholesale Corp /NEW | 0.9 | ||
| Alphabet Inc | 0.9 | ||
| UnitedHealth Group Inc | 0.9 | ||
| Intel Corp | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 513 | 233.9 |
| (b) Individuals (high net worth individuals) | 355 | 605.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 48.5 |
| (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 | 2,606 | 887.4 |
| By Discretionary | ||
| Discretionary | 2,603 | 886.7 |
| Non-Discretionary | 3 | 0.7 |
| Total | 2,606 | 887.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 887.4 | |
| Total | 2,606 | 887.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001569863] | |
| SC 13G | [0001569863] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Bernicke & Associates Ltd | Alps ETF Trust | [2013-02-15] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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|
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