Bernardo Wealth Planning, LLC
● SEC registered since 2017CRD 288705SEC# 801-110661Harleysville, PA
Ranks #3,179 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$866.4M
Fund GAV
$76.5M
Private funds
8
Employees
14
Accounts
2,194
Location
Harleysville, PA
Bernardo Wealth Planning, LLC assets under management
Bernardo Wealth Planning, LLC is an investment advisory firm registered with the SEC based in Harleysville, PA. The firm has been registered since 2017. It reports $866.4 million in regulatory assets under management and employs 14 people. Bernardo Wealth Planning, LLC manages 8 private funds with combined gross assets of $76.5 million, including B Capital Fintech Growth Fund, LP. By regulatory assets, it ranks 3,179 of 6,004 private fund managers.
Bernardo Wealth Planning, LLC private funds
8 funds · $76.5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| B Capital Fintech Growth Fund, LP | Private Equity | $13.7M | $20K |
| B Capital Fund I, LLC | Other Private | $13.1M | $20K |
| B Capital Watermark 2023, LP (ai) | Real Estate | $12.6M | $5K |
See all 8 funds — unlock the full record.
Join to unlock · $37/moBernardo Wealth Planning, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashleigh Cooper Swayze Control | Chief Compliance Officer | Under 5% | 2025 |
| Nicholas Anthony Bernardo Control | Managing Partner | Over 75% | 2017 |
| Tiffany Ann Benfield | Chief Operating Officer | Under 5% | 2025 |
Frequently asked questions
How much does Bernardo Wealth Planning, LLC manage?
Bernardo Wealth Planning, LLC reports $866.4 million in regulatory assets under management on its Form ADV.
How many private funds does Bernardo Wealth Planning, LLC manage?
Bernardo Wealth Planning, LLC manages 8 private funds with combined gross assets of $76.5 million.
How many employees does Bernardo Wealth Planning, LLC have?
Bernardo Wealth Planning, LLC reports 14 employees.
Where is Bernardo Wealth Planning, LLC located?
Bernardo Wealth Planning, LLC is based in Harleysville, PA and has been SEC-registered since 2017.
Does Bernardo Wealth Planning, LLC disclose fund performance?
Bernardo Wealth Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 272 Ruth Road, Harleysville, PA 19438 |
| Phone | 267-500-1080 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1765595 |
| Discloses disciplinary history | No |
Regulatory AUM
$866.4M▲ 42%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
AUM vs fund managersTop 53%
Larger than 47% of 6,004 private-fund managers
Number of fundsTop 30%
More funds than 70% of fund managers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$866.4Mregulatory AUM
Discretionary $866.4M
Fund type mix
Real Estate5
Private Equity2
Other Private1
Service providers
Auditor
Administrator