BERNARD WEALTH MANAGEMENT CORP.

360 N. Main St.
Suite 430
Royal Oak, Michigan 48067
Tel: 248-556-2900

About BERNARD WEALTH MANAGEMENT CORP.

BERNARD WEALTH MANAGEMENT CORP, formally registered with the SEC as BERNARD WEALTH MANAGEMENT CORP. The firm was established in 07/24/2020. They have over 2 offices throughout the country.

BERNARD WEALTH MANAGEMENT CORP. is a Royal Oak, Michigan based Financial Planning firm with nearly $158,861,606 assets under management, offering retirement planning & investment advisory services to 618 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159533
SEC#	801-119146
Assets Managed by Firm	$158,861,606
No. of Clients	618
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	618	$158,861,606
Individuals (other than high net worth individuals)	150	$28,436,013
High net worth individuals	77	$110,502,358
Pension and profit sharing plans	7	$16,761,921
Charitable organizations	4	$3,161,314

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