# BERNARDO WEALTH PLANNING, LLC

BERNARDO WEALTH PLANNING, LLC of HARLEYSVILLE, PA is an SEC-registered investment adviser.

## Registration

- CRD: 288705
- Type: SEC-registered investment adviser
- SEC file number: 801-110661
- Location: 272 RUTH ROAD, HARLEYSVILLE, PA, 19438
- Phone: 267-500-1080
- Latest filing: 2026-03-11
- Regulatory AUM: $866.4M
- Discretionary AUM: $866.4M
- Clients: 14
- Accounts: 2,194

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Ashleigh Cooper Swayze | CHIEF COMPLIANCE OFFICER | — |
| Nicholas Anthony Bernardo | MANAGING PARTNER | — |
| Tiffany Ann Benfield | CHIEF OPERATING OFFICER | — |
| John Anthony Bernardo | CHIEF OPERATING OFFICER | — |
| Matthew Ryan Rittenhouse | CHIEF COMPLIANCE OFFICER | — |
| BERNARDO ANTHONY | MANAGING PARTNER; PARTNER, CFO | — |
| BERNARDO ROSE ALYSSA | PARTNER | — |
| ROTH WILLIAM JOHN | PARTNER, CCO | — |
| RITTENHOUSE MATTHEW RYAN | CHIEF COMPLIANCE OFFICER | — |


## Private funds (8)

Mix: Real Estate Fund 5 · Private Equity Fund 2 · Other Private Fund 1

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| B CAPITAL FINTECH GROWTH FUND, LP | Private Equity Fund | Delaware | 100 | $13.7M | $20K |
| B CAPITAL FUND I, LLC | Other Private Fund | Delaware | 100 | $13.1M | $20K |
| B CAPITAL WATERMARK 2023, LP (AI) | Real Estate Fund | Delaware | 100 | $12.6M | $5K |
| B CAPITAL WATERMARK 2023 QP, LP | Real Estate Fund | Delaware | 60 | $12.2M | $25K |
| B CAPITAL WATERMARK 2024 FUND LP | Real Estate Fund | Delaware | 76 | $8.9M | $10K |
| B CAPITAL WATERMARK 2022, LP | Real Estate Fund | Delaware | 61 | $7.4M | $100K |
| B CAPITAL FUND II, LLC | Real Estate Fund | Delaware | 68 | $7.4M | $20K |
| B CAPITAL MAKE PLAYS MEDIA FUND, LP | Private Equity Fund | Delaware | 38 | $1.1M | $25K |


## Fund service providers (1)

- administrator: STANDISH MANAGEMENT — 8 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288705/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288705/similar
- Related entities: https://search.stillhousedata.com/firm/288705/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288705

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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.