Bernicke Wealth Management Ltd

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Assets, Funds, Holdings

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Bernicke Wealth Management Ltd
CRD #335431
SEC #801-132485
CIK #0001569863
AUM
Employees 26 (23% Investors, 23% Brokers)
Phone715-832-1173
Address1565 Bluestem Blvd
Altoona, WI 54720
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
3502802101407002011201620212026
Sector Form 13F Holdings Value ($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 ($M)
3002401801206002015201720192021
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 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 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
EDGAR Form CIK 2011 - 2025
13F-HR [0001569863]
SC 13G [0001569863]
Form 13D/13G Filer Form 13D/13G Subject Filed
Bernicke & Associates Ltd Alps ETF Trust [2013-02-15]
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