Bernard Wealth Management Corp.
● SEC registered since 2020CRD 159533SEC# 801-119146Royal Oak, MI
Reg. AUM
$314.2M
Employees
4
Accounts
848
Location
Royal Oak, MI
Bernard Wealth Management Corp. assets under management
Bernard Wealth Management Corp. is an investment advisory firm registered with the SEC based in Royal Oak, MI. The firm has been registered since 2020. It reports $314.2 million in regulatory assets under management and employs 4 people.
Bernard Wealth Management Corp. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Paul Niedermeier Control | Chief Investment Officer | 10-25% | 2023 |
| Deanna Joyce Harless | Director Of Financial Planning | Under 5% | 2023 |
| Kenneth Mark Bernard Control | President | Over 75% | 2011 |
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Join to unlock · $37/moFrequently asked questions
How much does Bernard Wealth Management Corp. manage?
Bernard Wealth Management Corp. reports $314.2 million in regulatory assets under management on its Form ADV.
How many employees does Bernard Wealth Management Corp. have?
Bernard Wealth Management Corp. reports 4 employees.
Where is Bernard Wealth Management Corp. located?
Bernard Wealth Management Corp. is based in Royal Oak, MI and has been SEC-registered since 2020.
Does Bernard Wealth Management Corp. disclose fund performance?
Bernard Wealth Management Corp. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 360 N. Main St., Suite 430, Royal Oak, MI 48067 |
| Phone | 248-556-2900 |
| Fax | 844-215-3716 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2056313 |
| Discloses disciplinary history | No |
Regulatory AUM
$314.2M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$314.2Mregulatory AUM
Discretionary $293.1MNon-discretionary $21.1M