Bernard Wealth Management Corp.
Bernard Wealth Management Corp. is an SEC-registered mass-market adviser in Royal Oak, MI with $314.2M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Bernard Wealth Management Corp.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 159533, SEC 801-119146, data through 2026-03-29.
- AUM (assets under management / regulatory AUM)
- $314.2M (2026-03-29)
- Firm type
- Mass-Market Adviser
- Location
- Royal Oak, MI
- Employees
- 4
- Clients
- 337
- CRD
- 159533
- Ownership
- BERNARD, KENNETH, MARK; Niedermeier, Andrew, Paul; HARLESS, DEANNA, JOYCE
How much AUM does Bernard Wealth Management Corp. have?
Bernard Wealth Management Corp. reported $314.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-29).
Who owns Bernard Wealth Management Corp.?
Disclosed owners and executives of Bernard Wealth Management Corp. include BERNARD, KENNETH, MARK, Niedermeier, Andrew, Paul, HARLESS, DEANNA, JOYCE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.