# BERNARD WEALTH MANAGEMENT CORP.

BERNARD WEALTH MANAGEMENT CORP. of ROYAL OAK, MI is an SEC-registered investment adviser.

## Registration

- CRD: 159533
- Type: SEC-registered investment adviser
- SEC file number: 801-119146
- Location: 360 N. MAIN ST., SUITE 430, ROYAL OAK, MI, 48067
- Phone: 248-556-2900
- Latest filing: 2026-07-23
- Regulatory AUM: $314.2M
- Discretionary AUM: $293.1M
- Non-discretionary AUM: $21.1M
- Clients: 4
- Accounts: 848

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Kenneth Mark Bernard | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| Andrew Paul Niedermeier | CHIEF INVESTMENT OFFICER | — |
| Deanna Joyce Harless | DIRECTOR OF FINANCIAL PLANNING | — |
| BERNARD KENNETH MARK | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| Niedermeier Andrew Paul | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159533/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159533/similar
- Related entities: https://search.stillhousedata.com/firm/159533/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159533

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.