BERNICKE WEALTH MANAGEMENT, LTD.

BERNICKE WEALTH MANAGEMENT, LTD. of ALTOONA, WI is an SEC-registered investment adviser (CRD 335431). Regulatory assets under management: $887.4M.

Registration

• CRD: 335431
• SEC file number: 801-132485
• Type: Registered investment adviser
• Location: 1565 BLUESTEM BLVD., ALTOONA, WI, 54720
• Phone: 715-832-1173
• Latest filing: 2026-05-26
• Regulatory AUM: $887.4M
• Discretionary AUM: $886.7M
• Non-discretionary AUM: $668K
• Clients: 26
• Accounts: 2,606

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335431 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search