Bernicke Wealth Management, Ltd.
● SEC registered since 2025CRD 335431SEC# 801-132485Altoona, WI
Reg. AUM
$887.4M
Employees
26
Accounts
2,606
Location
Altoona, WI
Bernicke Wealth Management, Ltd. assets under management
Bernicke Wealth Management, Ltd. is a registered investment adviser overseen by the SEC based in Altoona, WI. The firm has been registered since 2025. It reports $887.4 million in regulatory assets under management and employs 26 people.
Bernicke Wealth Management, Ltd. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kristie Lynn Weber | Director Of Wealth Services / Cco | Under 5% | 2025 |
| Paige Elizabeth Logslett | Director Of Operations | Under 5% | 2025 |
| Ty Alan Bernicke Control | Principal | Over 75% | 2016 |
Frequently asked questions
How much does Bernicke Wealth Management, Ltd. manage?
Bernicke Wealth Management, Ltd. reports $887.4 million in regulatory assets under management on its Form ADV.
How many employees does Bernicke Wealth Management, Ltd. have?
Bernicke Wealth Management, Ltd. reports 26 employees.
Where is Bernicke Wealth Management, Ltd. located?
Bernicke Wealth Management, Ltd. is based in Altoona, WI and has been SEC-registered since 2025.
Does Bernicke Wealth Management, Ltd. disclose fund performance?
Bernicke Wealth Management, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1565 Bluestem Blvd., Altoona, WI 54720 |
| Phone | 715-832-1173 |
| Fax | 715-832-1933 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$887.4M▲ 11%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$887.4Mregulatory AUM
Discretionary $886.7MNon-discretionary $668K