# BERNICKE WEALTH MANAGEMENT, LTD.

BERNICKE WEALTH MANAGEMENT, LTD. of ALTOONA, WI is an SEC-registered investment adviser.

## Registration

- CRD: 335431
- Type: SEC-registered investment adviser
- SEC file number: 801-132485
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Ty Alan Bernicke | PRINCIPAL; PRINCIPAL/ CCO | — |
| Kristie Lynn Weber | DIRECTOR OF WEALTH SERVICES; DIRECTOR OF WEALTH SERVICES / CCO | — |
| Paige Elizabeth Logslett | DIRECTOR OF OPERATIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335431/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335431/similar
- Related entities: https://search.stillhousedata.com/firm/335431/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335431

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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.