BERNARDO WEALTH PLANNING, LLC

HARLEYSVILLE, Pennsylvania·5 registered advisors·CRD# 288705
SEC# 801-1106610267-500-1080
01

Firm Overview

AUM
$610M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
5
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

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

Office Locations

HARLEYSVILLE, Pennsylvania
5 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
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.