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Building 2BERNHARDT WEALTH MANAGEMENT, INC.

Map pinMCLEAN, VA
Phone703-356-4380
NotebookSEC #801-57320
Total AUM
$667.4M
Employees
4
Clients
317

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7601 LEWINSVILLE ROAD
SUITE 210
MCLEAN
VA 22102
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
703-356-4380

ReceiptFinancials

Total AUM
$667.4M
Accounts
1,040
Discretionary
$666.6M
Accounts
1,037
Non-Discretionary
$795K
Accounts
3

ContactClients

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Individual Clients
105
AUM
$37M
HNW Individual Clients
207
AUM
$602.7M
Pension/Profit Sharing Plan Clients
2
AUM
$4.9M
Corporation or Business Clients
3
AUM
$22.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCFLGALAMAMDNCNENYSCTXVA

HandshakeAffiliates

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

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