BERNHARDT WEALTH MANAGEMENT, INC.

BERNHARDT WEALTH MANAGEMENT, INC. of MCLEAN, VA is an SEC-registered investment adviser (CRD 109353). Regulatory assets under management: $667.4M.

Registration

• CRD: 109353
• SEC file number: 801-57320
• Type: Registered investment adviser
• Location: 7601 LEWINSVILLE ROAD, SUITE 210, MCLEAN, VA, 22102
• Phone: 703-356-4380
• Latest filing: 2022-06-30
• Regulatory AUM: $667.4M
• Discretionary AUM: $666.6M
• Non-discretionary AUM: $795K
• Clients: 4
• Accounts: 1,040

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 109353 on SEC IAPD (source of record)
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