Bernard Wealth Management Corp.
Firm details
- Headquarters
- Royal Oak, Michigan
- CRD number
- 159533
- Registered since
- July 24, 2020
- Website
- www.bernard-wealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.37%
- Individuals21.24%
- Pension & Profit Sharing Plans6.71%
- Charitable Organizations0.68%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bernard Wealth Management Corp. is an independent, SEC-registered advisory firm formed in 2020 and owned by an individual principal. It serves a mix of individual and family clients alongside institutional investors and provides financial planning and portfolio management for individuals, small businesses, and business or institutional clients. The firm charges fees based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. Service offerings emphasize traditional advisory work—financial planning and discretionary portfolio management—rather than pension consulting or related-adviser structures. The firm is not identified as an active ESG investor in the provided data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds53%
- Exchange Traded Equities44%
- State & Local Bonds2%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Andrew Niedermeier
Wealth AdvisorCRD 3008502
Kenneth Bernard
PresidentCRD 4713729
Deanna Harless
Director of Financial PlanningCRD 5321682
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 173Active vs passive
$104M in ETFs
97%
$101M
3%
$2.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $33.4M | 1,303,397 | 32.25% |
Location
Royal Oak, MI
Oakland
Location
Royal Oak, MI
Headquartered in Royal Oak, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 360 N Main St
- Time zone
- ET (UTC-5)
- Office locations
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