Be advised. This firm is no longer registered.

Bernhardt Wealth Management, Inc.

Bernhardt Wealth Management, Inc. (CRD# 109353) is a financial advisory firm headquartered in Mclean, VA. They manage $667,393,480 in 1,040 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    667
    MILLION
  • Total Number of Accounts
    1,040
    ACCOUNTS
  • Average Account Value
    $641,725
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, FL, GA, LA, MA, MD, NC, NE, NY, SC, TX, VA

Financial Advisors at Bernhardt Wealth Management, Inc.
No Advisor Found.
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