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BERNHARDT WEALTH MANAGEMENT, INC.
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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%
.
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BERNHARDT WEALTH MANAGEMENT, INC.
also reported in
Oct 2018:
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7
employees,
all of whom perform advisory functions.
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No registrations with foreign financial regulatory authorities.
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NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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BERNHARDT WEALTH MANAGEMENT, INC. has no disclosure events reported to the SEC at this time.
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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
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The information presented above was gleaned from the SEC
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FindingFraud.org is presenting this data for
informational purposes only and assumes no
responsibility for errors or omissions. Please
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contact FindingFraud.org with questions or concerns.
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