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Building 2BERNICKE WEALTH MANAGEMENT, LTD.

Map pinALTOONA, WI
Phone(715) 832-1173
NotebookSEC #801-77179
Total AUM
$344.1M
Employees
17
Clients
637

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

ReceiptFinancials

Total AUM
$344.1M
Accounts
1,589
Discretionary
$344.1M
Accounts
1,589
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
515
AUM
$150.9M
HNW Individual Clients
118
AUM
$161.3M
Charitable Organization Clients
2
AUM
$31.1M
Corporation or Business Clients
2
AUM
$862.7K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLIAMIMNNENHTXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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