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Building 2BERNICKE WEALTH MANAGEMENT

Map pinALTOONA, WI
Phone715-832-1173
NotebookSEC #801-132485
Total AUM
$887.4M
Employees
26
Clients
869

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1565 BLUESTEM BLVD.
ALTOONA
WI 54720
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
715-832-1173
Other Offices
3

ReceiptFinancials

Total AUM
$887.4M
Accounts
2,606
Discretionary
$886.7M
Accounts
2,603
Non-Discretionary
$668.3K
Accounts
3

ContactClients

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Individual Clients
513
AUM
$233.9M
HNW Individual Clients
355
AUM
$605M
Charitable Organization Clients
1
AUM
$48.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLMNNENHTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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