BERNHARDT WEALTH MANAGEMENT, INC.

MCLEAN, Virginia·3 registered advisors·CRD# 109353
SEC# 801-573200703-356-4380
01

Firm Overview

AUM
$667M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at BERNHARDT WEALTH MANAGEMENT, INC.

3 registered advisors
Bonnie Jane Armstrong
MCLEAN, Virginia
Solon George Vlasto
MCLEAN, Virginia
Timothy Stephen Koehl
MCLEAN, Virginia
05

Office Locations

MCLEAN, Virginia
3 advisors

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Data sourced from SEC Form ADV filings. BERNHARDT WEALTH MANAGEMENT, INC. (CRD# 109353) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.