BERNARDO WEALTH PLANNING, LLC

HARLEYSVILLE, Pennsylvania·4 registered advisors·CRD# 288705
SEC# 801-1106610267-500-1080
01

Firm Overview

AUM
$610M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BERNARDO WEALTH PLANNING, LLC

4 registered advisors
Matthew Ryan Rittenhouse
HARLEYSVILLE, Pennsylvania
CFP
Nicholas Anthony Bernardo
HARLEYSVILLE, Pennsylvania
CFP
Rose Alyssa Bernardo
HARLEYSVILLE, Pennsylvania
William John Roth
HARLEYSVILLE, Pennsylvania
CFA
05

Office Locations

HARLEYSVILLE, Pennsylvania
4 advisors

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Data sourced from SEC Form ADV filings. BERNARDO WEALTH PLANNING, LLC (CRD# 288705) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.