The BERNARDO WEALTH PLANNING is a privately held investment adviser that advises $866.35mn in regulatory assets under management held in 3 SEC fund types across 2 investment strategies. BERNARDO WEALTH PLANNING is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 127.3% over the last 5-years.
The Group has been registered with the SEC for 9.09 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 272 RUTH ROAD, HARLEYSVILLE, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 14 employees comprised of 7 investment and 7 non-investment staff. The total number of Employees increased by 55.56% over the last 5-years.
Their $866.35mn in assets advised are owned by 8 private funds, 0 public funds and BDCs and 9 other accounts. Assets of High Net Worth Individuals clients own $662.22mn or 76.44% of Total Assets and Individuals own $118.31mn or 13.66% of Total Assets.
The Group's top investment strategies include Traditional LBO and Multi Strat, representing 82.83% and 17.17% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
BERNARDO WEALTH PLANNING names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.