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BERNHARDT WEALTH MANAGEMENT, INC.
BERNHARDT WEALTH MANAGEMENT, INC. (CRD# 109353) is an SEC-Registered Investment Advisor (RIA), headquartered in Mclean, VA. The SEC approved the firm to operate as an RIA in Mar 2000. In Oct 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $426.6 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
BERNHARDT WEALTH MANAGEMENT, INC. also reported in Oct 2018:
  • 7 employees, all of whom perform advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
BERNHARDT WEALTH MANAGEMENT, INC. has no disclosure events reported to the SEC at this time.
 

View BERNHARDT WEALTH MANAGEMENT, INC.'s most recent Form ADV filing
 


BERNHARDT WEALTH MANAGEMENT, INC. has Notice Filings with the following State Securities Authorities: DC-Mar 2000, LA-Nov 2016, MD-Oct 1997, NY-Dec 2015, SC-Sep 2015 , TX-Jan 2002, VA-Apr 1999

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.