Bernard & Johnson Family Wealth Management
Bernard & Johnson Family Wealth Management is an SEC-registered wealth manager in Pasadena, CA with $113.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Bernard & Johnson Family Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283871, SEC 801-134382, data through 2026-02-24.
- AUM (assets under management / regulatory AUM)
- $113.1M (2026-02-24)
- Firm type
- Wealth Manager
- Location
- Pasadena, CA
- Employees
- 2
- Clients
- 89
- CRD
- 283871
- Ownership
- BERNARD, MICHAEL, LEONARD; WINN, CHRISTOPHER, EDWARD; JOHNSON, RACHAEL, MARIE; MICHAEL BERNARD SEPARATE PROPERTY TRUST; RACHAEL JOHNSON REVOCABLE TRUST
How much AUM does Bernard & Johnson Family Wealth Management have?
Bernard & Johnson Family Wealth Management reported $113.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-24).
Who owns Bernard & Johnson Family Wealth Management?
Disclosed owners and executives of Bernard & Johnson Family Wealth Management include BERNARD, MICHAEL, LEONARD, WINN, CHRISTOPHER, EDWARD, JOHNSON, RACHAEL, MARIE, MICHAEL BERNARD SEPARATE PROPERTY TRUST, RACHAEL JOHNSON REVOCABLE TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.