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Ashleigh Cooper Swayze

Chief Compliance OfficerBernardo Wealth Planning, LLCCRD 4632543

About Ashleigh Cooper Swayze

Ashleigh Cooper Swayze is listed as Chief Compliance Officer at Bernardo Wealth Planning, LLC in Harleysville, PA. Form ADV reports a beneficial ownership band of Under 5%. Ashleigh Cooper Swayze is associated with 18 registered advisers.

Reported ownership

Owns Under 5% of Bernardo Wealth Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Ashleigh Cooper Swayze work?

Ashleigh Cooper Swayze is listed as Chief Compliance Officer at Bernardo Wealth Planning, LLC on SEC Form ADV.

How much of Bernardo Wealth Planning, LLC does Ashleigh Cooper Swayze own?

Form ADV reports a beneficial ownership band of Under 5%.

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TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2025
View Bernardo Wealth Planning, LLC →

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TitleChief Compliance Officer
OwnershipUnder 5%
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OwnershipUnder 5%
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TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
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TitleCco
OwnershipUnder 5%
Control personNo
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TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
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TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
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TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
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TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
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TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2026
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TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2026
View Oneascent Wealth Management LLC →

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TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2020
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Patron Partners, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2026
View Patron Partners, LLC →

Oneascent Investment Solutions, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2017
View Oneascent Investment Solutions, LLC →

Camelot Event-Driven Advisors, LLC

TitleCco
OwnershipUnder 5%
Control personNo
Since2018
View Camelot Event-Driven Advisors, LLC →

Oneascent Capital LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2017
View Oneascent Capital LLC →

Pelican Advisory LLC

TitleCounsel
OwnershipUnder 5%
Control personNo
Since2024
View Pelican Advisory LLC →

Arrowpoint Wealth Management LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2026
View Arrowpoint Wealth Management LLC →